Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
55A - RESO - BRISTOL ST PROJ PHASE 3A
REQUEST FOR COUNCIL ANION CITY COUNCIL MEETING DATE: MAY 3, 2016 TITLE: RESOLUTION APPROVING RELOCATION PLAN FOR BRISTOL STREET PHASE 3A IMPROVEMENTS BETWEEN CIVIC CENTER DRIVE AND WASHINGTON AVENUE (PROJECT NO. 136792) (NONGENERAL FUND) (STRATEGIC PLAN NO. 6, 1G & 3, 2C) CITY MAN ER RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: FTAT2209 ti ❑ As Recommended ❑ As Amended ❑ Ordinance on 1'' Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution M Set Public Hearing For CONTINUED TO FILE NUMBER Adopt a resolution approving the Relocation Plan for Bristol Street Phase 3A Improvements between Civic Center Drive and Washington Avenue. DISCUSSION Bristol Street is a north -south transportation facility, which is designated as a major arterial highway in the City's Circulation Element of the General Plan. Improving the 3.9 -mile Bristol Street segment from Warner Avenue to Memory Lane is a long -term priority project that will be constructed in several phases. Improvements include widening the street from two to three lanes in each direction, constructing raised landscape medians, and installing bike lanes. The Public Works Agency is acquiring property for development of Phase 3A, bounded by Civic Center Drive and Washington Avenue (Exhibit 1). The right -of -way acquisition process is expected to be completed by spring 2017, with construction scheduled to begin in summer 2017. Pursuant to California Government Code, a public entity is required to adopt a relocation plan by resolution whenever it enters into an agreement for acquisition of real property or an agreement for the disposition and development of property which would lead to displacement of people from their homes. In conformance with this provision, the City prepared a Bristol Street Phase 3A Relocation Plan (Relocation Plan) to outline the requirements for moving and reestablishing displaced residential and business occupants, and to demonstrate the level of advisory and financial assistance that will be provided (Exhibit 2). Based on occupant interviews, needs analyses, and searches for appropriate replacement sites, the total estimated relocation cost is approximately $3.12 million. The resolution adopting the Relocation Plan requires Council approval before the property acquisitions can proceed. 55A -1 Relocation Plan for Bristol Street Phase 4 Between Warner and St. Andrew May 3, 2016 Page 2 The Draft Relocation Plan was made available for public review for 30 days beginning March 31, 2016, at the Santa Ana Main Library, the City Clerk's Office, the Public Works Agency public counter, and on the City's website. Each potential displaced occupant and affected property owner was given an advisory notice regarding the availability of the Relocation Plan and the opportunity to submit questions and comments by April 30, 2016. All comments /questions and responses have been incorporated into the Relocation Plan that is presented here for Council approval. STRATEGIC PLAN ALIGNMENT Approval of this item supports the City's efforts to meet Goal #6 — Community Facilities & Infrastructure, Objective #1 (establish and maintain a Community Investment Plan for all City assets), Strategy G (develop and implement the City's Capital Improvement Program in coordination with the Community Investment and Deferred Maintenance Plans). Approval of this item also supports the City's efforts to meet Goal #3 — Economic Development, Objective #2 (create new opportunities for business /job growth and encourage private development through new General Plan and Zoning Ordinance policies), Strategy C (support business development and job growth along transit corridors through the completion of critical transit plans /projects). ENVIRONMENTAL IMPACT In 1990, City Council approved the proposed improvement as the Bristol Street Final Environmental Impact Statement /Environmental Impact Report (FEIS /EIR No. 89 -01). Due to several minor design modifications related to Phase 3A, an Addendum to the FEIS /EIR was prepared and adopted according to the California Environmental Quality Act by City Council on April 7, 2015. FISCAL IMPACT Funding for the estimated cost of $3,114,470 is available in the Bristol Street Improvements Project (No. 136792): $1,557,235 in the Select Street Construction Fund (Account No. 05917661- 66220), and $1,557,235 in the Measure M2 Street Construction Fund (Account No. 03217663 - 66220). Preliminary estimates of fiscal year expenditures for this project are as follows and are subject to change: 55A -2 Relocation Plan for Bristol Street Phase 4 Between Warner and St. Andrew May 3, 2016 Page 3 Account No. Fiscal Year Amount 05917661 -66220 2015 -2016 $250,000.00 03217663 -66220 2015 -2016 $250,000.00 05917661 -66220 2016 -2017 $1,307,235.00 03217663 -66220 2016 -2017 $1,307,235.00, TOTAL $3,114,470.00 FM /EWG /KN Exhibits: 1. Location Map 2. Relocation Plan 3. Resolution APPROVED AS TO FUNDS AND ACCOUNTS: �1�5R!,ZkIax Francisco Gutierrezr9 Executive Director Finance & Management Services Agency 55A -3 55A -4 N (NTS) MATCHLINE SEE BELOW RIGHT 405 262 -2% 10TH STREET 05- 262-26 44m5 - 262 -25 405 -26224 405- 262 -23 WSTREET 5 262 22 415-262 Y _Ji ��LEEEGGGEENTTTD: I/ / / PROJECT LOCar�t]N SANTA ANA CITY COUNCIL P W A AGENDA DATE: u MAY 03, 2016 PUBLIC WORKS AGENCY CIVIC CENTER DR. I ------------- j L ---- I--- WASHINGTON AVENUE 271 12 A ^ -11 n I m I (121 12TH STRE 405 -2s -10 a m _ �? 405- 27*, -09 N RG v 405- 262 -33 m m -- m 405- 262 -32 11TH STRE T — —. 405-262 -3. WI N . I N -� 405- 262 -]0 m m - dl m 111_J D5- 262 -29 N � 495- 262 -26 10TH MATCHLINE SEE TOP LEFT EXHIBIT 1 RESOLUTION APPROVING RELOCATION PLAN FOR BRISTOL STREET IMPROVEMENTS (PROJECT NO, 136792 NONGENERAL FUND) (Strategic Plan No. 6, 1, G; and 3, 2, C( 55A -5 PAGE 1 OF 1 'P�PM ADVISORY NOTICE March 31 2016 On behalf of the City of Santa Ana, we are notifying you that the draft Relocation Plan for the Bristol Street Improvement Project — Civic Center Drive to Washington Avenue (Phase III A) has been completed. The Plan will be available for a period of thirty (30) days for public review and comment beginning Thursday March 31, 2016. All written comments regarding the Plan should be submitted no later than 5:00 p.m., Saturday, April 30, 2016. The Relocation Plan is available for your review at the following locations: City of Santa Ana 20 Civic Center Plaza City Hall, 8th Floor Santa Ana, CA 92701 Monday — Thursday (8 am — 5 pm) Alternate Fridays (8 am — 4pm) City of Santa Ana 20 Civic Center Plaza Ross Annex Bldg, 1" Floor Santa Ana, CA 92701 Monday — Thursday (8 am — 5 pm). Alternate Fridays (8 am — 4 pm) The draft Relocation Plan will also be posted at the following link: www.santa-ana.o[g/pwa/bristoistreetwideningproiect4.asp. City of Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Monday — Thursday (10 am —9 pm) Friday and Saturday (10 am — 6 pm) Sunday (12 pm — 4 pm) If you have any comments regarding the draft Relocation Plan or the proposed project, submit your written comments by Saturday April 30, 2016 to: Ms. Daniela Borbe Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200 Irvine, CA 92618 Be' dugc giup da bang tie'ng Viet An vui Idng lien lac (562) 304 -2000 Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200, Irvine, CA 92618 (949) 951 -5263 tel Exhibit 2 (949) 951 -6651 fax 55A -7 NOTA DE AVISO 31 de Marzo del 2016 A favor de la Cuidad de Santa Ana, le notificamos que el Proyecto de Plan de Reubicaci6n pare el proyecto de la Mejora de la calle Bristol — Civic Center Drive a Washington Avenue (Fase IIIA) se ha completado. El Plan estara disponible por un perfodo de treinta (30) dfas para revision y comentario publicos que empiezan el Jueves, 31 de Marzo del 2016. Todos comentarios con referencia al Plan, deben ser sometidos por escrito a mas tardar las 5:00 de la tarde, el Sabado, 30 de Abril del 2016. El Plan de la Recolocacidn esta disponible pare su revision en las ubicaciones siguientes: City of Santa Ana 20 Civic Center Plaza City Hall, 8th Floor Santa Ana, CA 92701 Lunes — Jueves (8 am — 5 pm) Cada otro Viernes (8 am — 4pm) City of Santa Ana 20 Civic Center Plaza Ross Annex Bldg, 1St Floor Santa Ana, CA 92701 Lunes - Jueves 8:00am — 4:00pm Cada otro Viernes (8 am — 4 pm) City of Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Lunes - Jueves (10 am — 9 pm) Viernes - Sabado (10 am — 6 pm) Domingo (12 pm — 4 pm) El redacte Plan de Reubicaci6n tambien se publicaran en el siguiente enlace: wvvw.santa-ana.oLg/pwa/bristoistreetwideningproiect4.asp. Si tiene cualquiera comentario con respecto al Plan o el proyecto propuesto, envie tus comentarios por escrito por el Sabado, 30 de Abril de 2016 a: Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200, Irvine, CA 92618 (949) 951 -5263 tel (949) 951 -6651 fax Atencion: Ms. Daniela Borbe Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200 Irvine, CA 92618 y � • Bristol Street Improvement Project Civic Center Drive to Washington Avenue (Phase 3A) Final Relocation Plan Prepared for: City of Santa Ana Public Works Agency 20 Civic Center Plaza, M -36 Santa Ana, CA 92702 0 Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200 Irvine, California 92618 (949) 951-5263 May 2, 2016 CCM 05/03/2016 55A (updated page) 55A -9 Introduction.......................................................................................................................... ..............................1 I. Project Area Description ............................................................................................. ..............................z A. Project Site Location ......................................................................................... ..............................z B. Project Description ........................................................................................... ..............................z C. General Demographic and Housing Characteristics ...................................... ............................... 4 II. Assessment of Relocation Needs ............................................................................... ..............................5 A. Survey Methods ................................................................................................ ..............................5 B. Field Survey Data — Residential ......................................................................... ..............................5 1. Housing Mix ............................................................................................... ..............................6 z. Occupancy Standards ............................................................................... ............................... 6 3. Income ......................................................................................................... ..............................7 4. Ethnicity/ Language ..................................................................................... ..............................7 5. Households with Seniors ............................................................................ ..............................7 6. Households with Disabilities ...................................................................... ..............................7 7. Preferred Relocation Areas ...................................................................... ............................... 8 C. Field Survey Data — Non - Residential ............................................................... ............................... 8 III. Relocation Resources .............................................................................................. ............................... 10 A. Methodology .................................................................................................... .............................10 B. Replacement Housing /Commercial Site Availability ..................................... ............................... io 1. Residential For -Sale Rental Housing ....................................................... ............................... to z. Commercial Space Availability ................................................................. ............................... 11 3. Loss of Goodwill ....................................................................................... ............................... 12 4. Summary .................................................................................................... .............................13 C. Related Issues ................................................................................................... .............................13 1. Concurrent Residential Displacement ...................................................... .............................13 z. Temporary Relocation ............................................................................. ............................... 13 IV. The Relocation Program ............................................................................................ .............................14 A. Program Assurances, Standards and Objectives ............................................ .............................14 B. Relocation Advisory Assistance ....................................................................... .............................15 C. Relocation Benefits— Residential .................................................................... .............................16 1. Residential Moving Expense Payments .................................................... .............................16 z. Rental Assistance to Tenants /Owner- Occupants Who Choose to Rent .............................. 17 3. Down payment Assistance to Tenants /go Day Owner - Occupants Who Choose to Purchase................................................................................................... ............................... 18 4. Payments to go Day Residential Owner - Occupants ................................ .............................98 5. Payments to Non - tenured Residential Tenants .................................... ............................... zo D. Determinations of Comparable Housing ..................................................... ............................... zo E. Relocation Benefits — Commercial Tenants and Non - profit Organizations .............................. zo t. Payment for Actual Reasonable and Necessary Moving and Related Expenses ............... zo z. Self- Moves ................................................................................................ ............................... zz 3. A Fixed Payment in Lieu of a Payment for Actual Reasonable Moving and Related Expenses.................................................................................................. ............................... zz F. General Information Regarding the Payment of Relocation Benefits .......... .............................z3 G. Last Resort Housing ......................................................................................... .............................z4 55A -10 H. Immigration Status ........................................................................................... .............................z5 I. Relocation Tax Consequences ......................................................................... .............................z5 V. Administrative Provisions ....................................................................................... ............................... 26 A. Holdover Tenancies ......................................................................................... .............................z6 B. Notices ........................................................................................................... ............................... 26 C. Privacy of Records ............................................................................................ .............................z7 D. Grievance Procedures ...................................................................................... .............................z7 E. Eviction Policy ................................................................................................ ............................... 28 F. Citizen Participation ...................................................................................... ............................... 28 G. Projected Dates of Displacement ................................................................. ............................... 28 H. Estimated Relocation Costs .......................................................................... ............................... 28 55A -11 List of Tables Table 1: 2010 US Census Population — City of Santa Ana and Impacted Tract ( 752. 02 ) ............................. 4 Table 2: 2010 US Census Housing Units — City of Santa Ana and Impacted Tract ( 752.02) ........................ 4 Table 3: Affected Residential Dwellings .......................................................................... ..............................5 Table 4: Affected Non - Residential Uses ........................................................................ ............................... 9 Table 5: Availability and Cost of Replacement Rental Housing (Conventional) ........... .............................11 Table 6: Availability and Cost of Single - Family Residences for Sale ............................... .............................11 Table 7: Summary of Available Commercial Space for Lease ...................................... ............................... 12 Table 8: Summary of Available Commercial Space for Sale .......................................... .............................12 Table 9: Schedule of Fixed Moving Payments ............................................................... .............................17 Table 10: Computation of Rental Assistance Payments .................................................. .............................18 Figure 1: Project Site Location .................................................. ............................... List of ► Exhibit A: Business Interview Form Exhibit B: Residential Interview Form Exhibit C: HUD Income Limits - Orange County Exhibit D: Homes for Sale and Rent Listings Exhibit E: Commercial For Sale and Rent Listings Exhibit F: Business Informational Brochure Exhibit G: Residential Informational Brochure Exhibit H: Public Comments and Response iv 55A -12 •3 Introduction The City of Santa Ana (City) has authorized the preparation of a Relocation Plan in connection with the commencement of right of way acquisition activities for the Bristol Street Improvement Project (Phase III A), a street improvement project from Civic Center Drive to Washington Avenue, in the City of Santa Ana, in Orange County, California. The Project will require the acquisition of twenty -nine (29) properties resulting in the permanent displacement of twenty -one (21) residential households and fifteen (15) business occupants. The Project is funded with Orange County Transportation Authority (OCTA) gasoline tax, the OCTA Measure M2 funds, and a Federal Fund, and meets program funding requirements. This Relocation Plan conforms to the requirements of the California Relocation Assistance Law, California Government Code §7260, et seq.; the Relocation Assistance and Real Property Acquisition Guidelines; California Code of Regulations, Title 25, Division 1, Chapter 6 (Guidelines); the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (URA); the implementing federal relocation and acquisition guidelines found at 49 CFR Part 24; and the City's adopted right -of -way policies and procedures. Overland, Pacific & Cutler, Inc. (OPC), an experienced acquisition and relocation firm, has been selected to prepare this Relocation Plan, and will provide all subsequently required relocation assistance in association with any permanently displaced households or non - residential occupants. In compliance with statutory requirements, the Relocation Plan has been prepared to evaluate the present circumstances and replacement housing requirements of Project tenants. The Plan is organized in five sections: The regional and specific location of the Project (SECTION 1); 2. An assessment of the relocation needs of those persons subject to displacement as a result of the Project (SECTION 11); 3. An assessment of available residential and commercial replacement sites within the Santa Ana and surrounding areas (SECTION III); 4. A review of the relocation assistance program to be offered to the displaced residential and business occupants (SECTION IV); and 5. Necessary administrative provisions (SECTION V). 55A -13 1. Project Area Description A. Project Site Location The Project is located approximately 1.3 miles south of State Route zz (SR-22),1.6 miles west of Interstate 5 (1 -5), o.g mile east of the Santa Ana River, and 4.5 miles north of Interstate 405 0- 405). Adjacent communities include Orange, Anaheim, Tustin, and Costa Mesa. The City is home to points of interest including, but not limited to, the Discovery Center, the Bowers Museum, the Santa Ana Zoo, the Old Orange County Courthouse, and the Santa Ana Regional Transportation Center. Santa Ana is the County Seat and is the second largest city in Orange County.' Refer to Figure t: Project Site Location, on the next page, for a project site map. UNNG , The Bristol Street Improvement Project was planned and designed to incorporate complete street concepts with storm drain quality features. The improvements include widening of the street from four lanes to six lanes, with bus turnouts, raised median and sound walls. In addition the overhead utility lines will go underground. 'City of Santa Ana website: ht#p lwww•ciaa = ai1�_u.us facts ,accessed January 7, 2ot6. 55A -14 Figure t: Project Site Location < G C 'IV lilt. ci. .^ •i'�iil :i. A ter, 5 i;q,en SNl W lth SS t @II=hY �' . a c NCecicCmli rDr W Ginn[, cc=ater G! jy: cnam��n W w Caner ljr Ri '} 3 55A -15 j W Ov . i en[er Or S. v r According to the 2010 U.S. Census, the population of the City of Santa Ana was 354,528, and the population of the impacted Census Tract is 5,753 (see Table 1 below). Corresponding Census data concerning the housing mix is shown in Table z, below. Table t: 2oto US Census Population - City of Santa Ana and Impacted Tract (752.02) Population Total population Number of Persons 5,753 Percentage 100.0% city 354,258 L __Percent.ag.e__! 1 100.0. White 2,633 45.8% 148,838 45.9% Black or African American 70 1.2% 4,856 1.5% American Indian or Alaskan Native 59 1.0% 3,260 1.0% Asian 175 3.0% 34,138 10.5% Native Hawaiian and Other Pacific Islander 7 0.1% 976 0.3% Some other Race 2,619 45.5% 120,789 37.2% Two or More Races 1 190 3 .3 % 11,671 3.6% Hispanic or Latino (of Any Race) 5,286 91.9% 253,928 731 U.S. Census Bureau provides additional descriptive population data where persons are identified as either "Hispanic or Latino (of any race)" or "Not Hispanic or Latino." The sum of these two categories will equal the total population of a data set. Table 2: 2oro US Census Housing Units - City of Santa Ana and Impacted Tract (752.02) Source: U.S. Census Bureau, accessed January 2o16. 55A -16 •• . 1,097 96.2% m 73,174 95.2% . Total occupied units Owner- occupied 636 58.0% 34,756 47.5% Renter - occupied 461 42.0% 38,418 52.5% Vacant Housing Units 43 3.8% 3,722 4.8% Available for Sale Only (of Total Vacant Units) 10 23.3% 693 18.6% Available for Rent- Full Time Occupancy (of Total Vacant Units) 19 44.2% 1,983 53.3% Sold or Rented (Not Occupied) 0 0.0% 183 4.9% Otherwise Not Available (e.g., seasonal, recreational, migratory, occasional use) 3 7.0% 132 3.5% Other Vacant 11 25.6% 731 19.6% Source: U.S. Census Bureau, accessed January 2o16. 55A -16 Assessment of Relocation EAMMEWIRUNTIEN MIN, "M To obtain necessary information for the preparation of this Plan, field research of potentially affected residents and business operators was conducted. The research included in- person interviews and field analyses of affected residential and commercial parcels to identify displaced occupants and gather preliminary information for relocation planning. Detailed in- person interviews were conducted with affected residential occupants to gather necessary information, including information such as household size and composition, income, monthly rent obligation, length and type of occupancy, language, disabilities /health problems, and replacement housing preferences. Survey questions of business owners concerned the nature of the business, leasehold circumstances, annual revenues, description and size of current operations, special facility requirements, relocation concerns and area preferences with respect to possible replacement locations. In- person interviews are an important factor in the planning and relocation of displacees. In the early planning process, careful attention is paid to the physical needs of individuals with disabilities, and elderly displacees to make sure that these individuals receive appropriate care and housing. The interviews were conducted on -site in homes and places of business in English, Spanish, or other necessary languages, as appropriate. Follow -up contacts were made with occupants to gather more information and /or to provide information or notices that would be or were made through personal visits and by telephone. The descriptive data in this Plan concerning residents and businesses are based on in- person interviews and field observations. Samples of the residential and business interview forms used in the interview process are attached as Exhibits A and B of this report. The Project will impact 17 single - family residential (SFR) dwellings with zt residential households. Survey information was obtained from 17 of the zt occupied residential households (80.9 %). The City has adopted and would adhere to its local housing occupancy standards to make sure housing is of the appropriate size in relocating the affected occupants. Table 3 below shows current housing in the Project area including bedroom size. Table 3; Affected Residential Dwellings 55A -17 Mum 5 Address 1301 W. 12th St. property V' Residential Use SFR B of Bedrooms 3 Number of 0. 7 w 0. >° Owner oty Santa Ana 6 1305 W. 12th St. Residential SFR 2 6 Owner Santa Ana 7 1302 W. 11th St. Residential SFR 3 9 Owner Santa Ana 8 d 1307W.10t St. Residential SFR 3 6 Owner Santa Ana 9 827 N. Bristol Residential SFR 2 Unl<nown* Tenant Santa Ana 10 829 N. Bristol Residential SFR 3 10 Tenant Santa Ana 11 911 N. Bristol Residential SFR 3 5 Tenant Santa Ana 12 917 N. Bristol Residential SFR 3 5 Tenant Santa Ana 13 1oo3 N. Bristol Residential SFR 2 5 Tenant Santa Ana 14 1003 N. Bristol Residential SFR 2 4 Tenant Santa Ana 15 1003 N. Bristol3 Residential SFR 1 1 Tenant Santa Ana 16 1005 N. Bristol Residential SFR o ** 2 Tenant Santa Ana 17 1o1g N. Bristol Residential SFR 3 g Tenant Santa Ana 18 1302 W. 12'h St. Residential SFR 2 2 Tenant Santa Ana 19 1301 W. 111h St. Residential SFR 3 12 Tenant Santa Ana 20 1301 W. loth St. Residential SFR 3 7 Tenant Santa Ana 21 3o7 W. loth St. I Residential SFR o ** 1 Tenant Santa Ana *Unable to interview occupants * *Room renters i. Housing M!x As shown in Table 3 above, the Project area includes 21 households occupying 17 single family residences, some with multiple households in one dwelling and or converted into multiple units. 13 of the affected households are tenant - occupied and 8 are owner - occupied. Occupancy information will assist in determining the relocation needs and scope of assistance provided. No mobile homes will be affected by the Project. z. Occupancy Standards The standard for housing density adopted by the City allows two persons per bedroom and one person in a common living area. The City adheres to the state building code occupancy standard based on the square footage of dwellings for households larger than eight members. Referrals to replacement housing provided to occupants may reflect the need for larger accommodations to comply with the state and City of Santa Ana code requirements. Generally, these standards allow for up to three persons to occupy a one - bedroom unit, five persons in a two - bedroom unit, and seven persons in a three - bedroom unit. Any households with more than eight members would require a four - bedroom replacement unit based on the respective size of that unit, per the state building code. The main house was converted from a three - bedroom, one bathroom dwelling, into a two - bedroom, one bathroom unit; a one - bedroom and one bathroom unit, and; a three - bedroom, one bathroom unit. s The main house was converted from a three - bedroom, one bathroom dwelling, into a two - bedroom, one bathroom unit; a one - bedroom and one bathroom unit, and; a three - bedroom, one bathroom unit. 0 55A -18 3. Income Information as to the household's income is gathered from residential interviews to determine individual relocation needs and the scope of financial relocation assistance that may be provided. Low - income households may experience challenges qualifying for the purchase or rent of replacement housing. Advance replacement housing payments may be needed to assist displacees in qualifying for loans or leases. Low - income households that choose to rent may be eligible for additional assistance. Based on information obtained from the residential interviews, at least six households may be identified as low- income households. According to the low- income standards for the Housing Authority of the County of Orange (Exhibit C), adjusted for family size as published by the State of California, Department of Housing and Community Development (HCD), the 2015 low income limits are defined as follows: Family Size 1 2 3 4 5 6 7 8 Low Income Limits 2015 $53,950 $61,650 $69,350 $77,050 $83,250 $89,400 $95,550 $101,750 Source: Department of Housing and Community Development (HCD) website, accessed March 13, 2016. 4. Ethnicity /Language Per the 2000 -2014 U.S. Census American Community Survey Five -Year Estimate, 82.8%' of the population in the City of Santa Ana speaks a language besides English at home. Based on information obtained from the residential interviews of the 21 displaced households, Spanish is the primary language spoken at home. Language services are available to assist the requirements of all affected occupants. 5. Households with Seniors Per the 2000 -2014 U.S. Census 5 -Year Housing Unit Estimate, 5.1% of the total households consist of occupants 65 years of age or over. Specific care is taken to identify and address the needs of senior occupants who may require special accommodations. Based on information obtained from residential interviews, no occupants over the age of 65 would be affected. 6. Households with Disabilities Per the 2000 -2014 U.S. Census 5 -Year Housing Unit Estimates, 8.7%5 of the civilian non - institutionalized population consist of persons with a disability. Disabilities may include a variety of physical mobility impairments, including psychological and other physical health issues. Care is taken to meet the special needs of each household, particularly as these needs involve physical access to accommodations. Early identification of individual health issues would enable relocation staff to more effectively manage the relocation process. In all cases involving physical or mental impairments, additional services will be provided to ensure close individual case n United States Census Bureau web site, accessed March 13, 2016, htt : /factfinder.census.gov(. s United States Census Bureau web site, accessed March 13, 2016, httpjlfactfinder.census.gov/. 55A -19 monitoring. Based on information obtained from the residential interviews, at least one household has occupants that have disabilities. 7. Preferred Relocation Areas The residential interviews identify specific replacement site needs and preferences, and assist in planning replacement housing accordingly. In residential interviews, many residents tend to express a preference to remain in the community in order to maintain current school enrollment, access to employment, medical facilities, recreational resources, and public transportation. Based on information obtained from the residential interviews, the affected households have indicated a preference to remain in the local Santa Ana and Garden Grove areas. ► WITITATM • The Project has identified potentially 15 non - residential occupants that would be displaced. Survey information was obtained from tz of the 15 business owners. The majority of the businesses impacted by the Project would be considered small businesses. The majority of affected businesses would require cost - effective small replacement sites, with proximity to existing customer bases. Detailed interviews with business owners are instrumental in identifying suitable replacement sites. Interviews with the business tenants are crucial in addressing various complex relocation issues early in the process, including issues such as identification of trade fixtures and equipment, tenant improvements, personal property /real property issues, and the relocation requirements of various businesses that may become long lead items, such as obtaining special permits or zoning requirements. Such items should be carefully reviewed and planned in coordination with project time frames. Several non - residential displacements may be identified as potential candidates for extensive advisory services and relocation assistance. Of particular concern are medical facilities and the fast food establishment. • Medical — Medical facilities are historically difficult to relocate, due to the nature of the services provided, the need to provide consistent services without interruption, and expensive diagnostic equipment that would require relocation. For example, there are two dental offices, a chiropractor's office and an eye care facility on the Project. • Restaurant — As with larger chain restaurants, smaller fast food establishments such as Taqueria de Anda usually require busy intersections, pedestrian traffic, visibility, access, and parking. Fast food outlets have very specific market areas in which they must stay to avoid franchise or non - competitive agreements with outlets of the same brand. Moving smaller businesses can have a more detrimental effect than moving larger businesses, presumably with larger capital reserves. For this reason, it would be essential to provide timely, viable referrals to replacement sites, with assistance in relocation planning, while simultaneously executing the move carefully and efficiently. Information obtained during the F:3 55A -20 relocation interview process will assist in determining the financial capacity of a business to accomplish a move, and if an advance relocation assistance payment is necessary. Even if a business is relocated as planned, its employees may still encounter challenges with commuting or transportation to the replacement location. Some employees rely on public transportation to commute to and from work and may need to adjust their personal schedules and routines depending upon bus routes and /or schedules to reach the new location. Upon implementation of the Relocation Assistance Program, relocation timing issues and replacement site concerns will be discussed and addressed, as appropriate. The list of affected businesses provided in Table 4 below reflects data gathered from field observations and business interviews. Table 4: Affected Neon- Residential Uses E 55A -21 1 1023 N. Bristol Commercial Medical Office Santa Ana Eye Care Optometry z 1027 N. Bristol Commercial Medical Office Dr. Euler R. Ferrer, Inc. 3 1111 N. Bristol, Commercial Service /Retail N/A Unit A 4 1111 N. Bristol, Commercial Service /Retail La Modele Unit B 5 1111 N. Bristol, Commercial Service /Retail Nails Pro Unit C 6 1111 N. Bristol, Commercial Service /Retail Advantage Insurance Unit D 7 1111 N. Bristol, Commercial Service /Retail Queen's Beauty Salon Unit E 8 1111 N. Bristol, Commercial Service /Retail Leon's Foto y Bridal Unit F g 1111 N. Bristol, Commercial Service /Retail Total Nutrition Unit G 10 1111 N. Bristol, Commercial Service /Retail Hugo's Computer Unit H 11 1111 N. Bristol, Commercial Medical Office Chiropractic Unit I & J 12 1111 N. Bristol, Commercial Medical Office Denista Unit K 13 1111 N. Bristol, Commercial Service /Retail Rey Income Tax Unit L 14 1111 N. Bristol, Commercial Service /Retail Blooming Flowers Unit M 15 1221 N. Bristol Commercial Service /Retail Taqueria DeAnda E 55A -21 Relocation The Uniform Relocation Act provides that no eligible residential persons shall be required to move from their dwelling unless comparable replacement dwellings are available to such persons. The purpose of this section is to identify whether sufficient comparable replacement housing resources exist for all potential residential displacees. Additionally, while available replacement locations are not required for non - residential occupants to move, a survey of available replacement commercial sites have been searched to determine what sites may be available to the non - residential occupants and to determine what impacts, if any, may occur due to a lack of available replacement sites. The City is committed to making every effort to satisfactorily relocate all displaced occupants. ••N i To determine the availability of residential and commercial sites prior to the displacement of occupants from the Project area, resources were researched through the following sources: • Internet sources (MLS listings, Loop Net); • Canvassing the Project area for properties available for lease and or for sale; • Telephone and field contact with commercial brokerages serving the area; • Classified rental listings from local publications, and; • Contacts with real estate /property management companies serving the community. B. i. Residential For-Sale and , A housing resource survey was conducted to determine the availability of replacement housing within the City's replacement area, identified as the City of Santa Ana, and the neighboring cities of Tustin, Costa Mesa, Fountain Valley, Garden Grove, Orange, and Anaheim sufficient to meet the needs of displaced rental tenants and homeowners. The replacement housing survey considered available two -, three -, and four - bedroom conventional housing for rent and for sale. This data is summarized in Tables 5 and 6, below. The conventional housing survey, Table 5, identified 24 currently available, two -, three -, four -, and five - bedroom conventional housing units for rent. The survey of available single - family residences for sale, Table 6, identified 25 currently available two -, three -, and four - bedroom housing units for sale. The individual figures for number of units found by bedroom size are presented in the tables, as well as location and price range. 10 55A -22 Table 5: Availability and Cost of Replacement Rental Housing (Conventional) Number ..- Number ®. a Bedrooms . - • - City Price Range Lease Two SFR 4 Anaheim, Orange $1,800 - $2,800 Three SFR 10 Santa Ana, Garden Grove, $2,499 - $3,800 Fountain Valley, Orange, Tustin Four SFR 6 Santa Ana, Fountain Valley, $2,550 - $3,975 Tustin Five SFR 4 Santa Ana, Orange, Tustin $2,750 - $5,500 Source: Multiple Listing Service and Zillow, accessed March 2016. The rent ranges identified in the table above are among the figures used to make benefit and budget projections for this Plan. The variances in the rent range are a result of age, condition, size, and locational factors. Rates are subject to change according to the market rates prevailing at the time of displacement. Exhibit D provides a detailed list of available housing for rent and for sale. Table 6: Availability and Cost of Single- Family Residences for Sale Source: Multiple Listing Service, accessed March 2016 z. Commercial Space Availability The availability of retail space in the City of Santa Ana and the surrounding communities was researched through commercial real estate listing resources. Tables 7 and 8 below summarize the availability of various types of commercial properties for lease and sale in the City of Santa Ana and the surrounding areas. Exhibit E provides a detailed list of available commercial space. 11 55A -23 .. ®. ... Two SFR 5 Santa Ana $350-$5 50 Three SFR 14 Santa Ana $375-$725 Four SFR 6 Santa Ana $417-$599 Source: Multiple Listing Service, accessed March 2016 z. Commercial Space Availability The availability of retail space in the City of Santa Ana and the surrounding communities was researched through commercial real estate listing resources. Tables 7 and 8 below summarize the availability of various types of commercial properties for lease and sale in the City of Santa Ana and the surrounding areas. Exhibit E provides a detailed list of available commercial space. 11 55A -23 Table 7: Summary of Available Commercial Space for Lease Source: LoopNet, accessed January ao16 Table 8: Summary of Available Commercial Space for Sale Total Property Office 367 Santa Ana, Anaheim, Costa Mesa, $0.09 - $4.58 SF/MO Office 68 Fountain Valley, Garden Grove, $1301000 - $17,685,000 Irvine, Orange, Tustin, Westminster Retail 195 Santa Ana, Anaheim, Costa Mesa, $0.10 - $4.58 SF /Mo Retail 49 Fountain Valley, Garden Grove, $139,900 - $17,685,000 Irvine, Orange, Tustin, Westminster Industrial /Warehouse 72 Santa Ana, Anaheim, Costa Mesa, $0.34 - $1.50 SF /Mo Industrial /Warehouse 13 Garden Grove, Irvine, $599,000 - $35,000,000 Orange, Tustin Industrial /Flex Space 49 Santa Ana, Anaheim, Costa Mesa, $0.20 - $1.65 SF /Mo Fountain Valley, Irvine, Land 10 Orange, Tustin $11,995 - $3,500,000 Land 8 Santa Ana, Anaheim, Tustin $0.20 - $2.50 SF /Mo Source: LoopNet, accessed January ao16 Table 8: Summary of Available Commercial Space for Sale Source: Multiple Listing Services, accessed January 2o16; LoopNet, accessed January 2o16 3. Loss of Goodwill Goodwill consists of the benefits that accrue to a business as a result of its location; reputation for dependability, skill, or quality; and any other circumstances resulting in probable retention of old, or acquisition of new, patronage. Claims for loss of goodwill are not compensable under the statutory provisions related to relocation assistance. Where claims are anticipated, state law (California Code of Civil Procedure §1263.510) requires business owners to prove all of the following: 1) The loss is caused by the acquisition of the property; z) The loss cannot reasonably be prevented by relocation of the business, or by taking steps and adopting procedures that a reasonably prudent person would take to preserve the goodwill; and, 3) The compensation for the loss has not been included as a relocation payment, or duplicated in compensation otherwise awarded to the owner. 12 55A -24 Total .. Office 68 Santa Ana, Costa Mesa, Fountain $1301000 - $17,685,000 Valley, Garden Grove, Irvine, Orange, Tustin Retail 49 Santa Ana, Anaheim, Fountain $139,900 - $17,685,000 Valley, Garden Grove, Orange, Santa Ana, Tustin, Westminster Industrial /Warehouse 13 Santa Ana, Garden Grove, $599,000 - $35,000,000 Irvine, Orange Industrial /Flex Space 7 Santa Ana, Anaheim, $520,000 - $6,250,000 Costa Mesa, Irvine Land 10 Santa Ana, Anaheim, $11,995 - $3,500,000 Garden Grove, Tustin Source: Multiple Listing Services, accessed January 2o16; LoopNet, accessed January 2o16 3. Loss of Goodwill Goodwill consists of the benefits that accrue to a business as a result of its location; reputation for dependability, skill, or quality; and any other circumstances resulting in probable retention of old, or acquisition of new, patronage. Claims for loss of goodwill are not compensable under the statutory provisions related to relocation assistance. Where claims are anticipated, state law (California Code of Civil Procedure §1263.510) requires business owners to prove all of the following: 1) The loss is caused by the acquisition of the property; z) The loss cannot reasonably be prevented by relocation of the business, or by taking steps and adopting procedures that a reasonably prudent person would take to preserve the goodwill; and, 3) The compensation for the loss has not been included as a relocation payment, or duplicated in compensation otherwise awarded to the owner. 12 55A -24 4. Summary Considering the availability of replacement housing, adequate replacement resources exist in the Project area for affected residential tenants and owner - occupants. Although adequate replacement resources exist, based on surveyed results of rental and purchase opportunities, and anticipated values of existing dwellings, occupants are anticipated to have increases in monthly rents and /or higher purchase costs. These possible increases, if any, would be met through the City's Relocation Assistance Program. The data for non - residential resources indicates adequate business sites that are currently available for sale and lease to commercial occupants. While there are adequate replacement sites for non - residential occupants, some business uses may require conformance with local conditional use permits and /or zoning requirements. NINE t. Concurrent Residential Displacement The Project would not compete with or adversely affect the availability of comparable replacement resources. There are no other known current public projects under way in the City of Santa Ana or adjacent communities that currently would compete with the Project for housing resources. The City intends to monitor the activity of local agencies. No residential displacee would be required to move without adequate notice and access to available, affordable, decent, safe, and sanitary housing. z. Temporary Relocation The Project is not anticipated to cause temporary displacements. Affected occupants will be permanently displaced. 13 55A -25 IV. The Relocation The City of Santa Ana's (City) Relocation Program is designed to minimize hardship, be responsive to unique project circumstances, maintain personal contact with all affected individuals, consistently applying all regulatory criteria to formulate eligibility and benefit determinations, and conform to all applicable requirements. The City has retained Overland, Pacific & Cutler, Inc. (OPC) to administer the Relocation Program. OPC has worked on more than 2,500 public agency acquisition and relocation projects over the past 30 years. Additionally, OPC has an extensive resume of public works projects undertaken in other Orange County communities. Experienced City staff would monitor the performance of OPC and be responsible to approve or disapprove OPC's recommendations concerning eligibility and benefit determinations and interpretations of the City's policy. The Relocation Program consists of two principal constituents: Advisory Assistance and Financial Assistance. The City would provide the displaced residential and business occupants with the assistance, rights, and benefits required under federal and/or state relocation law and the City's policies and procedures. The relocation program would provide advisory and financial assistance. Every effort would be made to facilitate relocation arrangements and minimize hardship for displacees. The program objectives would be as follows: 1. To fully inform eligible Project displacees of the nature of, and procedures for, obtaining relocation assistance and benefits; z. To determine the needs of each displacee eligible for assistance; 3. To provide continuously updated referrals to potential replacement sites within a reasonable time prior to displacement and assure that no occupant is required to move without a minimum of go days written notice to vacate; 4. To provide assistance that does not result in different or separate treatment due to race, color, religion, national origin, sex, marital status or other arbitrary circumstances; 5. To supply information concerning federal programs and other governmental programs providing assistance to displaced persons; 6. To assist each eligible occupant to complete applications for benefits; 7. To make relocation benefit payments in accordance with the appropriate guidelines; 8. To inform all persons subject to displacement of City policies with regard to eviction and property management; and g. To establish and maintain a formal grievance procedure for use by displaced persons seeking administrative review of City decisions with respect to relocation assistance. 14 55A -26 ••. ME OPC staff is available to assist the permanently displaced households and businesses with questions or concerns about relocation and /or assistance in relocating. Relocation staff is located at 1 Jenner, Suite zoo, Irvine, CA 92618, with office hours from 8:0o a.m. to 5:00 p.m., and can be contacted at (949)951-5263. A comprehensive relocation program, with technical and advisory assistance, would be provided to assist all persons being displaced as a consequence of the Project. Personal contact would be maintained with all individuals until the relocation process has been completed. As discussed previously, OPC has been retained by the City to assist in the administration of its relocation program. OPC will work closely with City staff. City staff would provide final approvals, or otherwise, of all OPC recommendations. Every reasonable effort would be made to ensure that the relocation of residents and businesses occurs with a minimum of delay and hardship. The following services will be provided: 1. The remaining interviews with residents and businesses located in the Project area will be completed to gather information appropriate to the determination of needs and preferences regarding replacement of existing facilities; 2. A printed Informational Brochure (Exhibits F and G) will be provided in English or the displacee's language if subsequently be deemed necessary. Signed acknowledgements will be obtained to verify receipt of this material; 3. A database will be maintained of available residential units for sale and commercial space and distribute replacement site referrals for the duration of the Project; 4. Assistance will be offered to displacees in connection with arrangements for the purchase of real property, if applicable, obtaining required business permits or licenses, the filing of claim forms to request relocation benefits from the City and to obtain services from other public agencies; 5. Special assistance in the form of referrals to governmental and non - governmental agencies will be made, if requested; 6. Eligible displacees will be assisted with the preparation and submission of relocation assistance claims; 7. Benefit determinations and payments will be made in accordance with applicable law and City policy; 8. Assure that displacees are not required to move without a minimum of 90 days written notice to vacate; 9. All persons subject to displacement will be informed of City policies with regard to eviction and property management; 15 55A -27 lo. A formal grievance procedure will be established and maintained for use by displaced persons seeking administrative review of City decisions with respect to relocation assistance; and tt. Assistance will be provided that does not result indifferent or separate treatment due to race, color, religion, national origin, sex, marital status or other arbitrary circumstances. Specific eligibility requirements and benefit plans would be detailed on an individual basis with displacees. In the course of personal interviews and follow -up visits, households would be counseled as to available options with respect to financial assistance. Relocation benefits will be provided in accordance with the provisions of the federal and state relocation law and regulations. Benefits would be paid to eligible displaced persons upon submission of required claim forms and documentation in accordance with the City's normal administrative procedures. '. Residential Moving Expense Payments All residential occupants that would be relocated would be eligible to receive a payment for moving expenses. Moving expense payments would be made based on the actual cost of a professional move or a fixed payment based on a room -count schedule. a. .Actual Cost (Professional Move) The displacee may elect to retain the services of a licensed professional mover, in which case the City would pay for the actual cost of the moving services based on the lower of at least two acceptable bids (the City may, at its discretion, solicit competitive bids to determine the lowest reasonable move cost). After the move is complete, the displacee may pay the mover directly and seek reimbursement from the City, or request a direct payment from the City to the mover. In addition to the cost of the actual move, one -time expenses associated with utility reconnections (e.g., gas, water, electricity, telephone, cable) would be eligible for reimbursement. Transportation costs would be limited to a distance of 50 miles, unless otherwise authorized by the City. b. Fixed Payment (based on Room Count schedule) An occupant may elect to receive a fixed payment for moving expenses that is based on the number of rooms occupied in the displacement dwelling. In this case, the person to be relocated takes full responsibility for the move. The fixed payment includes all utility connections as described in Section t.a above. At a minimum, the fixed schedule payment for single occupancy efficiency units, furnished with the tenant's own personal property, is $450, which includes all utility connections at the replacement location. The current schedule for fixed moving payments is provided below in Table q. 16 55A -28 Table g: Schedule of Fixed Moving Payments Source: Federal Highway Administration (effective August 24, 2015). 2, Rental Assistance to Tenants /Owner- Occupants Who Choose to Rent A tenant or an owner - occupant displaced from a dwelling may be entitled to a RHP in the form of rental or down payment assistance not to exceed $7,20o. The MAP -21 amended RHPs for displaced tenants to $7,2oo. A payment in excess of $7,200 would be made under the provisions of the Last Resort Housing Program (LRH), which is discussed in Section W.G., Last Resort Housing. A displacee may be entitled to a RHP in the form of rental or down payment assistance if the displacee: 1. Has actually and lawfully occupied the displacement dwelling for at least go days immediately prior to the ION; and 2. Has rented, or purchased, and occupied a decent, safe, and sanitary replacement dwelling within one year (unless the City extends this period for good cause) after: a. For a tenant, the date he or she moves from the displacement dwelling; or i. For an owner - occupant, the later of: 1. The date final payment is received for the displacement dwelling, or in the case of condemnation, the date the full amount of estimated just compensation is deposited with the court; or 2. The date the owner - occupant moves from the displacement dwelling. Rental /down payment assistance payment amounts are equal to 42 times the difference between the base monthly rent and the lesser of: 1. The monthly rent and estimated average monthly cost of utilities for a comparable replacement dwelling; or z. The monthly rent and estimated average monthly cost of utilities for the decent, safe, and sanitary replacement dwelling actually occupied by the displaced person. The base monthly rent for the displacement dwelling is the lesser of: 1. The average monthly cost for rent and utilities at the displacement dwelling for a reasonable period prior to displacement, as determined by the City. For owner - occupants or households that paid little or no rent, fair market rent would be used as a substitute for actual rent; or 17 55A -29 z. Thirty percent (307) of the displaced person's average monthly gross household income if the amount is classified as "low income" by HUD's Annual Survey of Income Limits for the Public Housing and Section 8 Programs. HUD's Survey is shown as Exhibit C. If a displacee refuses to provide appropriate evidence of income or is a dependent, the base monthly rent shall be determined to be the average monthly cost for rent and utilities at the displacement dwelling; or 3. The total of the amount designated for shelter and utilities if receiving a welfare assistance payment from a program that designated the amounts for shelter and utilities. Table 10 below illustrates the computation of a rental /down payment assistance payment amount. w 1. Old Rent $1,000 Old Rent, plus Utility Allowance Or z. Ability to Pay $950 307 of the Gross Household Income 3. Lesser of Lines 1 or z $950 Base Monthly Rental Subtracted From: 4. Actual New Rent $1,050 Actual New Rent including Utility Allowance Or 5. Comparable Rent $1,050 Determined by the City; includes Utility Allowance 6. Lesser of Lines 4 or 5 $1,050 7. Yields Monthly Need: $100 Subtract Line 3 from Line 6 Rental Assistance $4,200 Multiply Line 7 by 42 Months 3. Down payment Assistance .n a Day Owner-Occupants Who Choose Purchase Displacees otherwise eligible to receive a Rental Assistance Payment (RAP) as previously described may choose to utilize the full amount of their rental assistance eligibility to purchase a home. Such payments would be deposited directly to an escrow account with provisions that allow the City to recover its funds if the escrow is cancelled or does not proceed in a timely manner. Down payment assistance provided to a displaced owner- occupant cannot exceed the amount the owner would have received had the owner met the go -day occupancy requirement. 4. Payments to go Day Residential Owner- Occupants Residential owner - occupants who have established residency for at least go days prior to the City's offer to purchase may be eligible for up to $31,000 in replacement housing assistance, prior to consideration of eligibility for LRH assistance (see Last Resort Housing, Section IV.C). MAP -21 amended the maximum statutory benefit for RHPs for displaced homeowners to $31,000. The length of occupancy requirement for homeowners was reduced from 18o days to go days in occupancy before the ION. The amount of the RHP would be determined based on three separate elements: 1) purchase price differential; z) mortgage interest differential; and, 3) incidental expenses. IM 55A -30 a. Price Difference Differential The Purchase Price Differential is based on three factors: Acquisition Price: The price paid by the City of Santa Ana for the Project dwelling; Actual Purchase Price: The actual price paid for a replacement dwelling, and; Comparable Replacement Cost: The cost of a decent, safe, and sanitary dwelling comparable to the dwelling acquired by the City of Santa Ana. The purchase price differential amount is determined by comparing the price of the acquired dwelling (including any proceeds obtained through condemnation) to the lesser of the actual cost paid for a replacement home versus the price of the comparable dwelling used to compute eligibility in the Notice of Eligibility (NOE) issued to the displaced owner. In today's real estate market, many agencies have encountered owner - occupants with negative equity, where the fair market value is less than the outstanding debt. The City will follow the Programmatic Waiver of the Code of Federal Regulations methodology for calculating RHPs. This waiver allows computing a RHP based upon the initial written offer of just compensation rather than the administrative settlement amount. The qualifying conditions for use of the Programmatic Waiver are: • Applies only to those in a negative equity situation • Applies only to owner - occupied homes • Applies only to single - family homes • Applies only to mortgages that are current b. Mortgage Interest Differential The purpose of the Mortgage Interest Differential Payment is to compensate homeowners for increased costs between the acquired dwelling and the replacement dwelling. The payment for increased mortgage interest cost shall be the amount that would reduce the mortgage balance on a new mortgage to an amount that could be amortized with the same monthly payment for principal and interest as that for the mortgage(s) on the displacement dwelling. In addition, payments shall include other debt service costs, if not paid as part of incidental costs. To be eligible for this payment, the mortgage on the dwelling being acquired must have been in place, as a valid lien, for at least go days prior to the City's initial written offer to purchase. C. Incidental Expenses — Closing Costs One -time, non - recurring closing costs associated with the purchase of a comparable, replacement dwelling are compensable. Examples of such compensable expenses include costs for: a property survey; preparation of a legal description and deed; recording fees; title insurance; revenue stamps and transfer taxes; loan application fees; loan origination fees; appraisal fees; a credit report; certification for structural soundness; and, termite inspection, when required. Prepaid recurring expenses for mortgage interest, property taxes and insurance are not compensable. The total RHP is the sum of the Purchase Price Differential, Mortgage Interest Differential, and compensable Incidental Expenses. tg 55A -31 5. Payments to Non - tenured Residential Tenants A residential tenant who has actually and lawfully occupied the displacement dwelling for fewer than go days immediately prior to the ION is entitled to receive a moving expense payment. Additionally, non - tenured residential tenants may qualify for a RAP under the provisions of the LRH program (see Last Resort Housing, Section IV.G). Such assistance is authorized when the person's monthly rent and estimated average monthly utility costs for the replacement dwelling exceed the person's base monthly rental for the displacement dwelling. Relocation staff would evaluate the cost of comparable replacement housing in the preparation of each individual NOE issued to residential displacees. For residential tenants and owner - occupants, the cost of comparable replacement housing would be determined primarily on a comparative basis of three, if possible, presently available, comparable dwellings. A Replacement Housing Valuation (RHV) Form would be prepared and placed in the file of each affected household. E. Relocation Benefits Organizations Eligible businesses would have two options with respect to claims for relocation assistance benefits: 1. Compensation for actual reasonable and necessary moving and related expenses, or z. A fixed payment not to exceed $40,000 is Payment for Actual Reasonable and Necessary Moving and Related Expenses Any lawful business that qualifies as a displaced person is entitled to payment for such actual moving expenses, as the City determines to be reasonable and necessary, including expenses for: i. Transportation of persons and property from the present location to the replacement location (transportation costs for a distance beyond 50 miles are not eligible unless the City determines that relocation beyond 50 miles is justified); z. Packing, crating, uncrating, and unpacking personal property; 3. Disconnecting, dismantling, removing, reassembling, and installing relocated and substitute machinery, equipment and other personal property. This will include connection to utilities available nearby and modifications necessary to adapt such property to the replacement structure, or to the utilities, or to adapt the utilities to the personal property; 4. Storage of personal property for a period not to exceed iz months, unless the City determines that a longer period is necessary; zo 55A -32 5. Insurance of personal property while in storage or transit and the replacement value of property lost, stolen, or damaged (not through the fault or negligence of the displaced person) in the process of moving, where insurance is not readily available. 6. Any license, permit, or certification required by the displaced business, to the extent that the cost is necessary for reestablishment at the replacement location. (These costs may be pro -rated based on the remaining useful life of any existing license, permit, or certification); 7. Reasonable and pre- authorized professional services, including architects', attorneys', engineers' fees, and consultants' charges, necessary for: 1) planning the move of personal property; 2) moving the personal property; or, 3) installing the relocated personal property at the replacement location; 8. Professional services performed prior to the purchase or lease of a replacement site to determine its suitability for the business operation including, but not limited to, soil testing, feasibility and marketing surveys; g. The purchase and installation of substitute personal property limited to the lesser of: 1) an amount equal to the reasonable expenses that would have been required to relocate the property, as determined by the City, subject to certain limitations, or, 2) the replacement cost, less any proceeds from its sale or trade in; 1o. Connection to available nearby utilities from the right -of -way to improvements at the replacement site; 11. The modification of machinery, equipment, or other personal property necessary to adapt these to the replacement location or to utilities available at the replacement location; 12. Re- lettering signs and replacing stationary on hand at the time of displacement that are made obsolete as a result of the move; 13. Actual direct losses of tangible personal property resulting from moving or discontinuing a business or non - profit organization, not -to- exceed the lesser of: 1) the fair market value of the property for continued use at its location prior to displacement less any proceeds from the sale of the property; or, 2) an amount equal to the reasonable expenses that would have been required to relocate the property, as determined by the City, subject to certain limitations; 14. Actual and reasonable expenses incurred in searching for a replacement business or non- profit organization location, not to exceed $2,5oo, and including compensation for transportation expenses; time spent searching for a reasonable location, meals, and lodging; real estate broker or agent fees; time spent in obtaining permits and attending zoning hearings; and time spent negotiating the purchase of a replacement site; 15. Impact fees or one -time assessments for anticipated heavy utility usage; 16. Low Value /High Bulk: when the personal property to be moved is of low value and high bulk, and the cost of moving the property would be disproportionate to its value in the 21 55A -33 judgment of the City, the allowable moving cost payment shall not exceed the lesser of: t) the amount which would be received if the property were sold at the site or z) the replacement cost of a comparable quantity delivered to the new business location. Examples of personal property covered by this provision include, but are not limited to, stockpiled sand, gravel, minerals, metals and other similar items of personal property as determined by the City; 17. A Reestablishment allowance of up to $25,000, available to farms, non - profit organizations, and small businesses with no more than Soo employees. MAP-21 amended the maximum statutory benefit for business reestablishment to $40,000. Reestablishment allowance payments are made in addition to compensation provided for actual, reasonable, and necessary moving expenses. Reestablishment allowance expense categories include but are not limited to: a. Repairs or improvements to the replacement property as required by federal, state or local law, code, or ordinance; b. Modifications to the replacement property to accommodate the business operation or make replacement structures suitable for conducting business; c. Construction and installation costs for exterior signing to advertise the business; d. Redecoration or replacement of soiled or worn surfaces at the replacement site, such as paint paneling or carpeting; e. Advertisement of replacement location; f. Estimated increased costs of operation during the first two years at the replacement site for such items as: i. Lease or rental charges ii. Personal or real property taxes iii. Insurance premiums, and iv. Utility charges, excluding impact fees g. Other items essential to the reestablishment of the business. MEW If the displaced business elects to take full responsibility for the move of the business, the City would make a payment for the business's moving expenses in an amount not to exceed the lower of the two acceptable bids or estimates submitted to the City. At the City's discretion, a payment for a low cost or uncomplicated move may be based on a single bid or estimate. 3. A Fixed Payment in Lieu of a Payment for Actual Reasonable Moving and Related Expenses The option to claim a fixed payment enables for - profit and non - profit businesses to receive relocation assistance compensation without providing documentation of bids and actual expenses. The payment amount available to any individual business is based on an average of zz 55A -34 annual net earnings over a two -year period. For businesses that have not been in operation for two years, income figures can be annualized. The method for establishing income is through tax returns and /or certified financial statements. The payment to an eligible business may not be less than $1,000, or more than $40,000. The MAP -21 amended the maximum statutory fixed payment for non - residential moves to $40,000. To qualify for this payment, it must be determined that, a displaced business: • Owns or rents personal property, which must be moved in connection with such displacement and for which an expense would be incurred in such move; • Is not operated at the displacement site solely for the purpose of renting the dwelling or the site to others; • Cannot be a part of a commercial enterprise having at least three other establishments which are not being acquired by the City, and which is under the same ownership and engaged in the same or similar business activities; • Must not be able to relocate without substantial loss of patronage; and • Contributed materially, as defined by the City, to the income of the displaced person during the two taxable years prior to the displacement. When a fixed payment would precede settlement of a claim for compensation for loss of goodwill under the Eminent Domain Law, the City, before tendering payment, shall state in writing what portion of the payment, if any, is considered to be compensation for loss of goodwill and shall explain in writing that any payment made pursuant to Code of Civil Procedure, §1263.510 et seq. (the Eminent Domain Law, Chapter g, Article 6 — "Compensation for Loss of Goodwill ") would be reduced in the same amount. The portion considered to be compensation for loss of goodwill shall not exceed the difference between the fixed payment made and an amount which reasonably approximates the payments for which the displaced person otherwise would be eligible to receive as outlined in Section IV.E.1, above. Information F. General Regarding the Payment of Relocation Benefits Claims and supporting documentation for relocation benefits must be filed with the City no later than 18 months after: • For tenants, the date of displacement; or • For owners, the date of displacement or the date on which final payment for the acquisition of real property is made, whichever is later. The procedure for the preparation and filing of claims and the processing and delivery of payments would be as follows: 1. Claimant(s) would provide all necessary documentation to substantiate eligibility for assistance; 2. Relocation staff would review all necessary documentation including, but not limited to, scopes -of- services, contractor bids, invoices, lease documents and escrow material before reaching a determination as to which expenses are eligible for compensation; 23 55A -35 3. Required claim forms would be prepared by relocation staff and presented to the claimant for review. Signed claims and supporting documentation would be returned to relocation staff and submitted to the City; 4. The City would review and approve claims for payment, or request additional information; 5. The City would issue benefit checks to claimants in the most secure, expeditious manner possible; 6. Final payments to residential displacees would be issued after confirmation that the Project premises have been completely vacated, and actual residency at the replacement unit is verified; 7. Receipts of payment and all claim material would be maintained in the relocation case file. G. Last Resort Housing Based on information obtained from the residential surveys and the cost of replacement housing, it is anticipated that comparable housing would not be available to the displaced persons without providing additional assistance under the provisions of the Last Resort Housing Program (LRH). Per Federal regulations, when a program or a project cannot proceed on a timely basis due to the unavailability of comparable replacement dwellings within the monetary limits for owners or tenants, additional or alternative assistance may be provided under the provisions of the LRH program. Any decision to provide LRH must be adequately justified either: t. On a case -by -case basis, for good cause, which means that appropriate consideration has been given to: a. The availability of comparable replacement housing in the program or project area; b. The resources available to provide comparable replacement housing; and c. The individual circumstances of the displaced person, or z. By a determination that: a. There is little, if any, comparable replacement housing available to displaced persons within an entire program or project area; and, therefore, LRH is necessary for the area as a whole; b. A program or project cannot be advanced to completion in a timely manner without LRH; and c. The method selected for providing LRH is cost effective, considering all elements, which contribute to total program or project costs. For renters, a payment under the provisions of the LRH program is considered when there is a determination, based on a RHV, that a replacement housing need or price differential exceeds the statutory limit of $7,2oo. For homeowners, a payment under the provisions of the LRH program is considered when a RHP exceeds the statutory limit of $31,000. By providing 24 55A -36 additional assistance under the provisions of the LRH program, comparable replacement housing would be provided that is within the monetary limits of the displaced persons. Federal legislation (PL105 -117) prohibits the payment of relocation assistance benefits under the Uniform Act to any alien not lawfully present in the United States unless such ineligibility would result in an exceptional and extremely unusual hardship to the alien's spouse, parent, or child, any of whom is a citizen or an alien admitted for permanent residence. Exceptional and extremely unusual hardship is defined as a significant and demonstrable adverse impact on the health or safety, continued existence of the family unit, and any other impact determined by the City to negatively affect the alien's spouse, parent, or child. The City may elect to authorize the payment of relocation assistance benefits to any otherwise eligible residential or commercial displacee from non - federally authorized reimbursable funds. To track and account for relocation assistance and benefit payments, OPC's relocation staff would be required to seek immigration status information from each displacee 18 years and older and non - residential occupants by having them self- certify as to their legal status. California Government Code §7269 indicates that no relocation payment received shall be considered as income for the purposes of the Personal Income Tax Law, Part 10 (commencing with §170 01) of Division 2 of the Revenue and Taxation Code, or the Bank and Corporation Tax law, Part 11 (commencing with §23001) of Division 2 of the Revenue and Taxation Code. Furthermore, federal regulations (49 CFR Part 24, §24.209) also indicate that no payment received under this part (Part 24) shall be considered as income for the purpose of the Internal Revenue Code of 1954, which has been redesignated as the Internal Revenue Code of 1986. The preceding statement is not tendered as legal advice in regard to tax consequences, and displacees should consult with their own tax advisor or legal counsel to determine the current status of such payments. (IRS Circular 23o disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax - related penalties under the Internal Revenue Code or (ii) promoting marketing or recommending to another party any matters addressed herein) 25 55A -37 V. Administrative Provisions R '• The City's acquisition schedule may allow some business and residential tenants to remain in occupancy of the City's acquired properties for periods as long as six months prior to displacement. It is anticipated that by adding time to the relocation process, businesses would have greater opportunities to successfully reestablish operations at a new location. Residential tenants would benefit by having greater flexibility to plan a move around school schedules, as an example, or other personal considerations. Holdover tenants would be required to enter into a Rental Agreement with the City and make monthly payments. The City would assume responsibility for all property management functions. Holdover tenants would be required to conform to state and local law and the requirements of the City's Rental Agreement, or face eviction in conformance with the City's eviction policy as set forth in Section V.E. Each notice that the City is required to provide to a property owner or occupant shall be personally delivered or sent via certified or registered first -class mail, return receipt requested and documented in each case file. Each notice would be written in plain, understandable language. Persons who are unable to read and understand any notice would be provided with appropriate translation and counseling. Each notice would indicate the name and telephone number of a person who may be contacted for answers to questions or other help. There are three principal notices: t. General Information Notice (GIN), z. NOE, and 3• go -Day Informational or go -Day Notice The GIN is intended to provide potential displacees with a general written description of the City's relocation program and basic information concerning benefits, conditions of eligibility, noticing requirements and appeal rights. The GIN would be issued at the time the properties are being appraised. NOES would be distributed to each commercial and residential displacee, including off -site owners of rental properties. The NOE that would be issued to business operators acknowledges the recipient's eligibility for assistance and right to make claims for relocation assistance benefits. The NOE to residential displacees, both tenants and owner - occupants, contains a determination of eligibility for relocation assistance and a computation of maximum entitlement based on information provided by the affected household and the analyses of comparable replacement properties undertaken by relocation staff. NOES would be issued promptly following the ION with property owners. 26 55A -38 No lawful occupant would be required to move without having received at least go days' advance written notice of the earliest date by which the move would be necessary. The go -day notice would either state a specific date as the earliest date by which the occupant may be required to move, or state that the occupant would receive a further notice indicating, at least 6o days in advance for residential tenants and 3o days in advance for owner- occupants and non- residential occupants, the specific date of the required move. The go -day notice would not be issued to any residential displacees before a comparable replacement dwelling has been made available. In addition to the three principal relocation notices previously identified, relocation staff would issue timely written notification in the form of a Reminder Notice, which discusses the possible loss of rights and sets the expiration date for the loss of benefits to those persons who: 1. Are eligible for monetary benefits, z. Have moved from the acquired property, and 3. Have not filed a claim for benefits. Reminder Notices would be issued periodically throughout the qualification period. An attempt shall be made to make written contact with all non - responsive displacees no later than within the last six months prior to the expiration date to file a claim for benefits. Ca Privacy of Records All information obtained from displacees is considered confidential and would not be shared without the consent of the displacee or the City or as a requirement of a specific Public Records Request in accordance with state law. Relocation staff would comply with federal regulations concerning the safeguarding of relocation files and their contents. r a A person who is dissatisfied with a determination as to eligibility for benefits, a payment amount, the failure to provide comparable replacement housing referrals, or the City's property management practices must file an appeal form or any other written form of appeal with the City's Right -of -Way Project Manager or his /her designee (Hearing Officer). The Hearing Officer shall set a hearing date of no later than 3o days from receipt of the appeal. The person making the appeal shall have: 1. The right to present oral and /or written evidence in support of the appeal, z. The right to seek legal counsel (hired at the appellant's sole expense), and 3. The right to seek judicial review once having exhausted all administrative appeal remedies. The Hearing Officer shall render a decision, in writing, within 3o days following the last day of the hearing. A copy of the decision would be mailed, via certified or registered mail, to the appellant and his /her authorized representative and copies would be filed in the relocation case file. The decision of the Hearing Officer shall be final, and the appellant shall be advised of the right to seek judicial review of the Hearing Officer's decision. 27 55A -39 E. Eviction Policy Eviction for cause must conform to applicable state and local law. Any person, who occupies the real property and is in lawful occupancy on the date of the ION, is presumed to be entitled to relocation payments and other assistance, unless the City determines that: 1. The person received an eviction notice prior to the ION and as a result of that notice is later evicted, or z. The person is evicted after the ION for serious or repeated violation of material term(s) of the lease or occupancy agreement, and 3. In either case, the eviction was not undertaken for the purpose of evading the obligation to make available the payments or other assistance to which a person may otherwise be entitled. F. Citizen Participation The City conducted several public hearings for the Project on the following dates: June 10, 2013; June 25, 2013; June 26, 2013; July 14, 2014; October 17, 2014; October 28, 2014; November 12, 2014; November 18, 2014; August 21, 2015, and; September 3, 2015. As the process for implementing the Project advances, the City will observe the following protocol: 1. Provide affected tenants with full and timely access to documents relevant to the relocation program; 2. Encourage meaningful participation in reviewing the relocation plan and monitoring the relocation assistance program; including the occupants in the Project area, neighborhood groups and community organizations forming a relocation committee; 3. Provide technical assistance necessary to interpret elements of this Plan and other pertinent materials; 4. Issue a general notice concerning the availability of the Plan for public review, as required, 3o days prior to its proposed adoption; The City has approved acquisition and relocation activities, which began in September 2015 and would be completed no later than the summer of 2017, with construction scheduled to begin in August 2017, and the Project is anticipated to be completed by August 2018. H. Estionated Relocation Costs The total budget estimated for relocation - related payments for this Project, including a 10% contingency, is as follows: Relocation: $ 2,831,336 (escalated) Contingency at 10%: S 283,134 Total: $ 3,114,470 The estimated relocation budget does not include any payments related to property acquisition, improvements pertaining to realty, or loss of business goodwill. In addition, the budget does W-1 55A -40 not consider the cost of any services necessary to implement the Plan and complete the relocation element of the Project. If the Project is to be implemented, and circumstances arise that change the number of residential and business occupants or the nature of their activity, the City would authorize any additional, compensable funds that may need to be appropriated. The City pledges to appropriate, on a timely basis, the funds necessary to ensure the successful completion of the Project, including funds necessary for LRH as indicated in Section IV.G, of this Plan to meet its obligation under the relocation regulations. 29 55A -41 Exhibit , « 55A -42 Business Relocation Interview'. ClientlProject: City of Santa Ana - Bristol St. Project Phase IIIA Case ID: Site Address: Interview Date: ❑ Unoccu ied City, St, ZIP: Santa Ana, CA Interviewer: ❑ No Contact Business Claimant information Legal business name (from tax return): Person interviewed (name /title): Ownership type: ❑ Sole Proprietor ❑ Partnership ❑ Corporation ❑ Non -profit Business type: URA type (list 1). OPC type (list 2): Name under which claimant conducts operations (doe): Mailing address (if different), Goods, products or services provided: Dale business established: IThis site move -in: Business Contacts Information Contact 1 (PRIMARY) Contact 2 Contact 3 Name: Title /position: Business phone: Cell phone: Fax #: Email: Authority (Y /N): ❑ Can the person (s) with authority to sin claims and agreements read /understand English? If not Ian ua e: Business Professionals Involved Attprr i Accountant, Broker, Move Planner, Coritrartor _ Professional 1 Professional 2 Professional Name: Title/posiflon: Specialty (list 3): Company: Address: Business phone: Cell phone: Fax #: Email: CC address (YIN): Busin s Bescri pi and Features Business hours and days of operation: Customer trade area: Is this a franchise business? If yes, is copy of franchise agreement available? Describe any other businesses on site: List any sub - leases: List the same or similar operations owned elsewhere List residents living on the property: Intend to relocate this business (Y /N): If yes, plans for new market, product or service ?: Describe best time to move: Months of year with least inventory: With most inventory: Estimated time it would take to move business, Describe business conducted on the Internet: Describe types of advertising used: List printed materials to become obsolete: Annual gross income: Full -time employees. Annual net income: Part -time employees: r' 1980 -2012 Overland. Pacific & Cutler, Inc- (08/12) Page 1 55A -43 Property Site Features Site layout available (provide): Zoning designation: Occupancy status Total building sq ft.: Parking spaces: ❑ Month -to -month rental Total land sq.ft.: Loading spaces, ❑ Lease: expires, options: Area Breakdown Dock spaces ❑ Mortgage: balance, _ Office /retail sq.fte Clearance /height: ❑ Own clear Warehouse/shop sq,R.: Railroad access: Monthly payment Yard scift: Lease copy available ?: Business EquipMentlim p rovements Inventory list available?: Phone system Computer system Electrical (Amps): Type /brand, Number of PCs: 3 phases (Y /N): Server room (# of racks, A /C, power, etc.): Describe plumbing, Age: Voice Imes: Other equipment (printers, security, WAP, registers, inventory control, etc): Other special utility: Fax lines: Other lines: I Internet service /provider (list 4): Indicate quantity of each type of equipment on site: Bridge crane: Freezer: Sinks: Dry - cleaning plant: Airlines: Jib crane: Walk-in cooler: Clarifier: UST, Water fines: i Racking /shelving: Hoist Hood: Walk -in freezer: Boiler. Refrigerator: Spray booth: Compressor', System furniture: Other significant improvements /machinery/equipment Leased equipment onsite: Obsolete equipment or equipment that cannot be moved, Permits I Requited Specialists List required special permits and licenses with number (provide copy): Operate under Conditional Use Permit? (provide copy) WIII CUP be required at a new location ?: Assistance required in obtaining any permits /licenses ?: Describe any wastewater /air /stack discharge /emissions: List hazardous materials used or stored (including handling and disposal): Needs for outside specialists for a move: 4 1080 -2012 Overiand, Pacific & Cutler, Inc. (08/12) 55A -44 Pa .ye p Preferred replacement site attributes Relocation area: Property access (RR, dual): Zoning /type of use: Truck access: Lease / purchase: Freeways /arterials proximity: Building size /layout: Public transport access: Single /multistory building: Pedestrian access: Clearance /height: Parking spaces: Lotlyard size: Shipping /receiving type: Special utility needs: Demographic needs: Internet service needs: Traffic count needs: Franchise /ordinance restrictions: Visibility needs: Specific concerns and anticipated move challenges List of any ideni replacement sites Address Bldg size Lot size Lease amount Status Broker info 1 2 3 ADDITIONAL INTERVIEW NOTES (explain all special circumstances, including those noted above) 1. URA business type: Business, Farm, Non•Profit 2.OPC business type: Agricultural, Industrial, Office, Retail Sales, Retail Service, Special Purpose (detail online) 3. Professional Specialty: Attorney, Accountant, Broker, Move Planner, Contractor 4. Internet service: DSL, cable, T1, fiber, satellite, other I'certify that all information in this survey is true and complete to the.best of my knowledge. The information contained herein shall be treated confidential to the extent permitted bylaw. Claimant Name: Date: Signature: ©1980 -2012 Overland, Pacific & Cutler, Iric (08112) 55A -45 °ace 3 Exhibit B: Mr, 55A -46 Residential Relocation Interview ClientlProject: City of Santa Ana - Bristol St. Project Phase IIIA Case ID: Site Address: Total occupants, Interview Date: ❑ Unoccupied City, St, ZIP: Santa Ana, CA Interviewer: ❑ No Contact INDIVIDUAL OCCUPANTS (use additional pages as needed) 1. Name: Gender F M Employer /School: Relationship (list 1): HEAD OF HOUSEHOLD ❑ ID verified Income srce (list 2): Income /empl. description: Hire /start date: Mo Income: Lawful presence (list 3): Dale of birth Phone /fax/email: Move -in date: Notes /special needs: 2. Name: Gender: F M Employer /School: Relationship (list 1): ❑ ID verified Income srce (list 2): Income /empl. description: Hirelstart dale: Mo Income: Lawful presence (list 3): Date of birth: Phone /fax /email: Move -in date: Notes /special needs, 3. Name: Gender: F M Employer /School: Relationship (list 1): ❑ ID verified Income srce (list 2): Income /empl. description: Hire /start date Mo Income: Lawful presence (list 3): Date of birth: Phone /fax /email: Move -in date: Notes /special needs: 4. Name: Gender: F M Employer /School: Relationship (list 1): ❑ ID verified Income srce (list 2): Incomelempl. description: Hire/start date: Mo Income: Lawful presence (list 3): Date of bl& Phone /fax /email: Move -in dale: Notes /special needs 5. Name: Gender: F M Employer /School. Relationship (list 1): ❑ ID verified Income srce (list 2): Incomelempl. description Hire/start date: Mo Income: Lawful presence (list 3): Dale of birth: Phone /fax /email: Move -in date: Notes /special needs: 6. Name: Gender: F M Employer /School: Relationship (list 1): 11 ID verified Income srce (list 2): Income /empl.description: Hire /start dale: Molncome, Lawful presence (list 3), Date of birth: Phone /fax /email, Move -in date: Notes /special needs: ©1930 -2012 Overland, Pacific & Cutler, Inc. (Nov -'12) Page 1 55A -47 DWELLING HOUSEHOLD Mailing Address: ❑ Primary residence of all occupants? (If not, explain in notes) City, St, ZIP: ❑ Can someone read /understand English? If not, language Carbon Copy Address: Race /Ethnicity: ❑ American Indian /Alaskan ❑ Asian ❑ Black /African- American ❑ Hawaiian /Pacific Islander ❑ Hispanic /Latino ❑ White ❑ Other ❑ Mixed City, St, ZIP: Dwelling Type (list 4): Bedrooms, Attic /Utility /Storage: Approx Sq Ft: Subscribe to: ❑ Land phone ❑ TV service ❑ Internet Kitchen: Basement, Bathrooms: ❑ Home -based business? (describe in notes) Living /family rooms: Garage, Garage Spaces: ❑ Rent rooms in dwelling? (describe in notes) Dining room: Other /Extra: Carport Spaces: ❑ On fixed income or public assistance? (describe in Occupants) Den /Office, - -- Total Rooms: Total physical and content rooms to move: Parking Spaces: ❑ Disabled occupants? (describe modifications /needs in Occupants) - Number of cars: Replacement site I lal needs (mark and describe in Notes) ❑ Employment access El Shopping ❑ Public transport ❑ Religious ❑ Medical facilities /services ❑ Social /Public services ❑ School needs ❑ Relatives /Ethnic ❑ Childcare ❑ Other special needs AirCond: ❑Central ❑Wall /Window ❑Heat Pump ❑Evap. /Swamp ❑None Heating, ❑FAU ❑Radiant ❑Hot Water ❑SpaceHtr ❑Solar ❑Heat Pump Dwelling Condition: ❑ Good ❑ Fair ❑ Poor Neighborhood Condition: ❑ Good ❑ Fair ❑ Poor_ Amenities: ❑ All occupants to move to the same dwelling? (if not, explain in notes) TENANT Replacement dwelling preference: ❑ Rent ❑ Buy Rent terms: ❑ Month -Month ❑ Lease, months left: Can relocate from: ❑ Neighborhood ❑ City ❑ County ❑ State ❑ Rent reduced in exchange for service ❑ Unit furnished by tenant Preferred relocation areas: Monthly contract rent: $ Security deposit: $ HOMEOWNER Landlord /manager name /ph: Lot size (sq ft): Date purchased: Age (yrs): ❑ Written rental agreement available? ❑ Rent receipts available? ❑ Own clear, no mortg /loans ❑ Negative equity # of stories: ❑ Receiving Section 8 or other housing assistance? let Loan Information 2nd Loan Information Caseworker name/ph: Lender: Lender: Monthly tenant portion of rent: $ Loan Type (list 5): Loan Type (list 5): Annual family /child care expenses to allow work: $ Current % Rate: Current % Rate: Annual non - reimbursed medical expenses: $ Principal Balance: $ Principal Balance: $ Annual non- reimb. handicapped assistance expenses: $ Original Date: Original Date: Utilities paid by tenant: ❑ Gas: $ Pets, Remaining months: Remaining months: Monthly P &I payment: Monthly P &I payment: ❑ Electric $ ❑ Water: $ ❑ Sewer: $ ❑ Trash: $ ❑ NONE Energy source: Gas Electr Oil Other Cooking Stove: ❑ ❑ ❑ Water Heater ❑ ❑ ❑ Space Heat: ❑ ❑ ❑ Air Conditioning: ❑ ❑ ❑ MOBILE HOME Pad space: ❑ Rent ❑ Own Coach: ❑ Rent ❑ Own Pad rent: $ Make /Model: Coach length (ft): Year: Coach width (ft): Decal #: +01980 -2012 Overland, Pacific 8. Cutler, Inc. (Nov -12) Papal 55A -48 INTERVIEW NOTES (explain all special dwelling /household circumstances, including those noted on page 2) 1. Relation: Spouse, Child, Foster Child, Parent, Partner, Sibling, Aunt/Uncle, Cousin, Grandparent, Parent In -Law, Sibling In -Law, Other Relative, Roommate 2. Income: Wages /Salaries, Social Security /Dlsab /Pension, Child Support/Alimony, Welfare /TANF /AFDC, Family Subsidy /Gift, Business Income, Interest/Dividends, Unempl. /Workers Comp, AF pay, EITC, Cash Income, Rent Reduction, Other 3. Legal Status: Unknown, Citizen /National, Lawful Other, NOT Lawful, Decline to provide. 4. Dwelling: SFR, Duplex, 3 -Plex, 4 -Plex, Apartment, Condo/Townhome, Hotel /Motel, Mobile Home, RV, Other 5. Loans: Fixed Mortgage, Adjustable Mortgage, Interest Only, Fixed HELOC, Adjustable HELOC, Reverse Mortgage, Other I certify that all occupants have been identified above and that all information provided for this survey is true and complete to the best of my knowled e. Claimant Name: Date: Signature: 0 1950 -2012 Overland, Pacific & Cutler, Inc. (Nov -12) Page 3 1* M0-J Exhibit C: HCD Income Limits - Orange County 55A -50 STAMOF- CAUEORNIA- RIISINRSC TRANSPfIRTkTIl5N At4C�.101151NCA(iE14Cy FQPd11PIQ.C�RCWN IR ,S,ovamo[ DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT Division of Housing Policy Development nw 2020 W EI Camino Avenue, Suite 500 Sacramento. CA 05853 (016) 203-29111 FAX (016) 2834453 vanv,hcd.ca.gov MEMORANDUM DATE: April 15, 2015 TO: Interested Parties / ,4 -r''i FROM: Lisa Bates, Deputy Director Division of Housing Policy Development SUBJECT: State Income Limits for 2015 Attached are briefing materials and State Income Limits for 2015 reflecting median income and household income levels for extremely low -, very low -, low -, and moderate- income households for California's 56 counties. Updated 2015 income Limits are now in effect and replace last year's limits. 2015 income limits can be downloaded on the Department of Housing and Community Development's (Department) website < hftp:// www. facd. ca .povll7nd/hrclrevlsfatelirioNote hfrnl >. State Income Limits apply to desiq-nated pro rg ams and are to be used to determine applicant eligibility (based on level of household income) and to oaiculate affordable housing cost for applicable housing assistance programs. Note that use of State Income Limits is subject to a particular program's definition of income, family, family size, effective dates, and other factors. Also, definitions applicable to income categories, criteria, and geographic areas sometimes differ depending on funding source and program resulting in some programs using other income limits. California's 2015 income limits were updated based on: (1) federal income limit changes the U,S. Department of Housing and Urban Development (HUD) released on March 6, 2015 and revised on March 10, 2015 for its Section £3 Housing Choice Voucher Program income limits and (2) adjustments the Department made based on particular State statutory provisions and the Department's 2013 Hold Harmless (HH) Policy. Since 2013, the Department's HH policy has held State Income Limits harmless from any decreases in household income category and median income levels that HUD, since 2010, began applying to Its Section B Income Limits after eliminating its longstanding Hold Harmless Policy. HUD determined its HH Policy was no longer necessary due to federal law changes in 200£3 (Public Law 110 -98) prohibiting any rent decreases in federal or private activity bond funded projects. Please contact Department staff at (916) 263 -2911 to answer questions concerning State income Limits. Attachments: 2015 State Income Limits and Briefing Materials 55A -51 2015 State Income Limits Briefing Materials California Code of Regulations, Title 25, § 6932 Overview Pursuant to Health & Safety Code (H &SC) Section 50093(c), California Department of Housing and Community Development (HCD) filed 2015 State Income Limits with the Office of Administrative Law. HCD updated its income limits based on Department of Housing and Urban Development (HUD) updates to its Section 8 Housing Choice Voucher Program that HUD released on March 6, 2015 and revised on March 10, 2015. HUD annually updates Section 8 income limits to reflect changes in household income category levels and median income levels applicable to extremely -low, very-low, and low - income households. California law specifies that its State Income Limits must be updated based on HUD updates to its Section 8 income limit levels. The Department also revises its State Income Limit levels to reflect: (1) adjustments, per State law, to some HUD county median income figures, and (2) adjustments to some household income category and area median income levels to reflect HUD's February 2013 Hold Harmless (HH) Policy. This policy was implemented to replace HUD's HH Policy, discontinued in 2009, in maintaining income category and area median income levels at their highest achieved levels and (3) calculation of California's moderate- income household levels based on changes to county area median income levels. Following are brief summaries of different methodologies used by HUD and HCD in updating income limits for different household income categories. HUD Methodology HUD uses 40th percentile rents in 50th percentile fair market rent (FMR) areas, to calculate high housing cost areas. The purpose is to prevent fluctuations in "Low - Income Housing Tax Credit Difficult Development Area" determinations that result solely from high housing cost income limit fluctuations as areas go in and out of the 50th percentile FMR program. Extremely Low - Income This income category comprises households with a maximum income of 30 percent (30 %) of HUD's median family income (MFI). HUD calculates extremely -low income limits based on very-low income limits. Extremely low- income limits reflect 60 percent of very-low income limits. However, HUD sets a floor based on minimum Supplemental Security Income (SSI). Very Low - Income The maximum very-low income limit typically reflects 50 percent (50 %) of MFI. HUD's MFI figure generally equals two times HUD's 4- person very low- income limit, except when HUD applies adjustments. HUD may adjust income limits for an area or county to account for conditions that warrant special considerations, referred to as exceptions. HUD may Page 2 of 5 55A -52 2015 State Income Limits Briefing Materials California Code of Regulations, Title 25, § 6932 apply exceptions to areas with unusually high or low family income, uneven housing -cost- to- income relationships or historical exceptions. The following reflect HUD's explanations of adjustment increases and decreases contained in HUD's FY 2015 Income Limits Briefing Material: Adjustment Increases: HUD applies an increase, if the four - person very low- income limit would otherwise be less than the amount at which 35 percent (35 %) of it equals 85 percent (85 %) of the annualized two- bedroom Section 8 FMR (or 401 percentile rent in 50th percentile FMR areas), The purpose is to increase the income limit for areas where rental housing costs are unusually high in relation to the median income. HUD applies an increase to the four person income limit if it is less than the State non - metropolitan median family income level. In addition, the four - person income limit is also increased, if it is less than 95 percent of last year's very low income limit. HUD restricts adjustments so income limits do not vary more than five percent (5 %) of the previous year's very low- income figure. Very low- income limits are used as the base to calculate extremely -low and low- income limits. Adjustment Decreases: HUD applies a decrease to the greater of 80 percent of the U.S. median family level (MFI), or the amount at which 30 percent of a four - person family's income equals 100 percent of the two- bedroom FMR (or 401h percentile rent in 50th percentile FMR areas). The purpose is to decrease the income limit for areas of high median family income. The four - person income limit is reduced to the greater of 105 percent of last year's limit or twice the change in the national MFI estimate if that amount would be larger than five percent (5 %). HUD restricts adjustment increases and decreases to not vary more than five percent (5 %) of the previous year's very low- income figure. Adjusted very low- income limits are used as the base to calculate extremely -low and low- income limits. Low - Income In general, maximum income for low- income households reflects 80 percent (80 %) of the MFI level. Most low- income limits represent the higher level of: (1) 80 percent of MFI or (2) 80 percent of State non - metropolitan median family income. However, due to adjustments that HUD sometimes makes, strictly calculating low- income limits as 80 percent of MFI could produce unintended anomalies inconsistent with statutory intent. HUD's briefing materials specify that, with some exceptions, the low- income limit reflects 160 percent of the very low- income limit. HUD may apply exceptions to areas with unusually high or low housing- costs -to- income relationships. An example of the result from HUD applying an exception to an area could be an increase to the low- income limit without an increase to the very low- income limit. In sum, an "80 %" limit cannot be assumed to equal 80 percent of the AMI or 4- person median income limit nor 160 percent of the very low- income limit due to adjustments HUD may make. Page 3 of 5 55A -53 2015 State Income Limits Briefing Materials California Code of Regulations, Title 25, § 6932 Median Family Income /Area Median Income HUD estimates and references Median Family Income (MFI) in calculating its income limits. California law and income limits reference Area Median Income (AMI) that, pursuant to H &SC 50093(c), means the median family income of a geographic area estimated by HUD for its Section 8 Program. HUD's calculations of Section 8 Income Limits begin with the production of MFI estimates. FY 2015 MFI estimates use 5 -year survey data (American Community Survey (ACS) 2008 -2012 and Puerto Rico Community Survey (PRCS) 2007 -2011) augmented by 2012, 1 -year ACS and PRCS data. HUD then adjusts the survey data to account for anticipated income growth by applying the Consumer Price Index (CPI) inflation forecast (through the mid -point of 2015) that the Congressional Budget Office published in August 2014. HUD's determination of MFI is used to calculate very low- income limits that are then used as the basis to calculate income limits for other income categories. Income Limit Calculations for Household Sizes Other Than 4- Persons Income limits for all income categories are adjusted for household size so that larger households have higher income limits than smaller households. For all income categories, income limits for household sizes other than 4- persons are calculated using the 4- person income limit as the base. HUD's adjustments use the following percentages, with results rounded to the nearest $50 increment: Number of persons in Household: 1 2 3 4 5 6 7 8 Adjustments: 70% 80% 90% Base 108% 116% 124% 132% Income Limit Calculations for Household Sizes Greater Than 8- Persons For households of more than eight persons, refer to the formula at the end of the table for 2015 Income Limits. Due to the adjustments HUD can make to income limits in a given county, table data should be the only method used to determine program eligibility. Arithmetic calculations are applicable only when a household has more than eight members. Reference: FY 2015 HUD Income Limits Transmittal Notice PDR- 2015 -02 issued March 6, 2015 and HUD Income Limits Briefing Material dated March 10, 2015 http:/Mww.huduser.org/portal/datasets/iI/il1 5/index.htmi http:t/www.hLiduser.org/portai/datasets/11/ilI5/HUD—sec8_15.pdf HCD Methodology State law (Health & Safety Code Section 50093, et. seq.) prescribes the methodology the Department uses to update its Official State Income Limits. The Department utilizes HUD's Section 8 Housing Choice Voucher Program Income Limits. HCD's methodology involves: (1) increasing some counties' median income levels established by HUD, (2) increasing some 4- person very-low income limits established by HUD, (3) applying its Hold Harmless (HH) Policy, in effect since 2013, to not allow decreases in area median income levels and household income category levels, and (4) determining income limit levels applicable to California's moderate - income households defined by State law as household income not exceeding 120 percent of county AMI. Page 4 of 5 55A -54 2015 State Income Limits Briefing Materials California Code of Regulations, Title 25, § 6932 Area Median Income and Income Category Levels HOD, pursuant to federal and state law and its Hold Harmless (HI-I) Policy, adjusts median income levels determined by HUD for a metropolitan county (county included in a metropolitan statistical area) and for a non - metropolitan county (county not included in a metropolitan statistical area). For non - metropolitan counties, federal law (Section 567 of the 1987 Housing and Community Development Act) requires adjusting median income to the higher of the (1) median income for the county or (2) the current statewide non - metropolitan median income ($56,900 for 2015) determined by HUD. Next, HCD, for both metropolitan and non - metropolitan counties, applies its HH policy to ensure area median income for all counties and income limits for all income categories do not fall below any level achieved in the prior year. 4- person Median Income Calculation (-IUD's 4- person median income figure usually reflects the county's AMI figure. HUD sometimes makes adjustments to decrease the 4- person very -low income limit when median family income is unusually high. The Department makes adjustments so its calculation of the 4-person very -low income limit for each county is not less than HUD's median family income figure and, pursuant to HUD's HH Policy, not less than the prior year's higher level. Moderate - Income Levels The Department is responsible for establishing California moderate - income limit levels. After calculating the 4- person area median income (AMI) level as previously described, the Department sets the maximurn moderate income limit to equal 120 percent of the county's AMI. Applicability of California's Official State Income Limits Applicability of these State Income Limits is subject to particular programs as program definitions of such factors as income, family, and household size, etc., vary. Some programs, such as Multifamily Tax Subsidy Projects (MTSPs), use different income limits. For MTSPs, separate income limits apply per provisions of the Housing and Economic Recovery Act (HERA) of 2008 (Public Law 110 -289). Income limits for MTSPs are used to determine qualification levels as well as set maximum rental rates for projects funded with tax credits authorized under Section 42 of the Internal Revenue Code (Code). Also, MTSP income limits apply to projects financed with tax exempt housing bonds issued to provide qualified residential rental development under Section 142 of the Code. These income limits are available at this web link http:// www. huduser.org/datasets /mtsp.html. Page 5 of 5 55A -55 Section 6932. 2015 Income Limits Page 1 of 7 Income Number of Persons in Household County I „- -- -_. i I I I TI a 1 7 1 a it 4- Person lVery Low income Area Median Income: Law Income $70,200 IMedlan Income 4- Person Area Median Income: $58,700 Contra Costa County 4- Person Area Median Income: $93,500 Extremely Low 196501 224501 262601 280501 =Uul 32570 36730 408fl0 Very Low Income 32750 374001 421001 467501 505001 54250 58000 61750 Low Income 50150 57300 644601 71CO01 773501 83100 88800 94550 Median Income 654501 748001 841601 935001 1U1UUOI 108450 115950 123400 Moderate Income 785501 897601 1010001 1122001 12120DI 130150 139150 148100 Del Norte County 4- Person Area Median Income; $57,900 Extremely Low 12150 15930 20090 24250 28410 32570 35300 37600 Very Low Income 20300 23200 261001 28950 313001 33600 35900 38250 Low Income 32450 37050 41700 46300 600501 53750 57450 61150 Median Income 40560 46300 521001 57900 62550 67150 71800 76450 Moderatelncome 48650 5560Q 625501 69500 750501 80800 86200 91750 El Dorado County 4- Person Area Median Income: $76,100 Extremely Low 160001 0600 242501 28410 32bfUj 36730 40690 Very Low Income 26650 30450 34250 38050 41100 44150 47200 50250 Low Income 42650 48750 54850 60900 65800 70650 75550 80400 Medianlncome 632501 609001 686001 761001 82200 88300 94350 100450 Moderate Income 639001 730501 821501 91300 98600 105900 113200 120500 See Instructions on last page to use these income limits to dater applica�lbility and calculate affordable housing cost and rent. Section 6932. 2015 Income Limits Page 2 of 7 County Income Category Number of Persons in Household 1 1 2 1 3 1 4 1 S 1 6 1 7 1 8 Fresno County 4- Person Area Median Income: $57,900 Extremely Low 12150 159301 200901 242601 284101 325701 363001 37600 Very Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low Income 32450 37050 41700 46300 5D050 53750 57450 81150 Median Income 40650 46300 621001 679001 626601 0 Moderate Income 48650 55600 625601 695001 750501 806001 862001 91750 Glenn County 4- Person Area Median Income: $57,900 Extremely Low 12150 159301 200901 242501 284101 325701 353001 37600 Very Low income 20300 232001 26100 289501 31300 33600 35900 38250 Low Income 32450 37050 41700 48300 5005D 637501 574501 61150 Median Income 40550 46300 52100 57900 62550 671501 718001 76450 Moderate Income 48650 556001 62550 695001 750501 80 001 862001 91750 Humboldt County 4- Person Area Median Income: $57,900 Extremel Low 12150 15930 20090 24250 26410 32570 35300 37600 Very Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low Income 32450 37050 41700 46300 50050 53750 57450 61150 Median Income 40550 46300 52100 57900 62650 67150 71800 76450 Moderate Income 48650 55600 62550 69500 75050 80600 86200 91760 Imperial County 4- Person Area Medlan Income: $$7,900 Extremely Law 12150 16930 20090 24250 28410 32570 35300 37600 Very Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low Income 32450 37050 41700 46300 500501 53750 57450 61150 Median income 40550 46300 52100 57900 625501 67150 71800 76450 Moderate Income 48650 55600 62560 69600 750501 80600 86200 91750 Inyo County 4- Person Area Median Income: $71,500 Extremely Low 15050 17200 20090 242601 284101 325701 367301 40890 Very Low 25 050 28600 32200 35750 38650 41500 44350 47200 Low Income 40050 45800 51500 57200 61800 66400 70950 75550 Median Income 50050 57200 64350 71500 77200 82950 88650 94400 Moderate Income 60050 68650 77200 85800 92650 99550 106400 113250 Kern County 4- Person Area Median Income: $57,900 Extremely Low 1 12150 159301 200901 242501 284101 325701 363001 37600 Ve Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low Income 32450 37050 41700 46300 50050 53750 57450 61150 Medianlncome 40550 46300 52100 579011 62550 67160 71800 76450 Moderate Income 48850 55600 62550 69500 75050 80600 86200 91750 Kings County 4- Person Area Median Income: $57,900 Extremely Low 12150 15930 20090 24250 28410 32570 35300 37600 Ve Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low income 32450 37050 41700 46300 50050 53750 67450 61150 Medianlncome 40550 46300 52100 57900 62550 67150 71800 76450 Moderatelncome 48650 55600 62550 69500 75050 80600 86200 91750 Lake County 4- Person Area Median Income: $57,900 Extremely Low, 12150 15930 20090 24250 28410 32570 35300 37600 Very Low Income 20300 23200 26100 28950 31300 33600 35900 38250 Low Income 32450 37050 41100 501 57460 61150 Medianlncome 40550 46300 62100 57900 62550 67150 71800 76450 Moderate Income 48650 55600 62550 695001 750501 806001 862001 91750 Lassen County 4- Person Area Median Income: $88,400 Extremely Low 14600 16650 20090 24250 28410 32570 36730 40890 Ve Lowlncome 24300 27800 31250 34700 37500 40300 43050 45850 Low Income 38850 44400 48950 55500 699501 644001 688501 73300 Medianlncome 436001 655001 62450 694D0 74950 80500 86050 91600 Moderate Income 58300 666501__ 74950L_:2313206 89950 96650 103300 109950 See Instructions on last page to use these income limits to deterr5�nAicarim Ility and calculate affordable housing cost and rent. Section 6932. 2016 Income Limits Page 3 of 7 county Income Number of Persons in Household 1 2 3 4 5 �_ -�� 6�_ 8 Cate or 4- Person Area Median Income: $57,900 4- Person Area Median Income: $103,000 4- Person Area Median Income: $61,900 4- Person Area Median Income: $58,900 4- Person Area Median Income: $57,900 4- Person Area Median income: $67,900 4- Person Area Median Income: $81,200 Monterey County 4- Person Area Median Income: $68,700 Extremely Low 15250 17400 20090 24250 28410 32570 36730 47890 Ve Lowlncome 25400 29000 32657 36250 39157 42050 44950 47657 Low Income 40600 46400 52200 58000 62650 67300 71960 76600 Median Income 46100 54950 61850 68700 74200 79700 85200 90700 Moderate Income 57700 65950 74200 82450 89050 95660 102L6OL 08850 See instructions on last page to use these Income limits to detesiS ayr�I . ibility and calculate affordable housing cost and rent. Section 6932. 2015 Income Limits Page 4 of 7 County Income Category Number of Persons in Household 1 2 3 4 5 6 7 8 Napa County 4- Person Area Median Income: $86,100 Extremelv Low 18350 210001 236001 262001 284101 32570 35/3U1 40890 Very Low Income 30600 349501 393001 436501 471501 506501 54150 57650 Low income 48900 65850 62850 69800 75400 81000 86600 92150 Median Income 60250 68900 77500 86100 93000 99900 106750 113650 Moderate Income 72300 82650 92950 103300 111550 119850 128100 136350 Nevada County 4- Person Area Median Income: $73,600 Extrenneiv Low 16100 184001 20700 242501 284101 326701 367301 40890 Very Low Income 26850 307001 34550 383501 414501 446001 476001 50650 Low Income 42950 49050 55200 61300 66250 71160 76050 80950 Median Income 51450 58800 68150 73500 79400 85250 91150 97000 Moderate Income 61750 70550 79400 )01 109350 116400 Orange County 4- Person Area Median Income: $87,200 Extramelv Low 202601 231601 260501 28900 _312601 335501 36730 40890 Very Low Income 337601 385501 43350 481501 52050 55900 59750 63600 Low income 53950 81650 69350 77050 83250 894001 95550 101750 Media come 61050 69750 78500 87200 94200 101150 108150 115100 Moderatelncome 73250 83700 94200 104650 113000 1214001 129750 138150 Placer County 4- Person Area Median Income: $76,100 Extremelv Low 16000 18300 20600 24250 28410 32570 36730 40890 Vea Low Income 26650 30450 34250 38050 41100 44150 47200 50250 Low Income 42650 48750 548501 60900 6580PI 70UP 75550 80400 Median income 53250 60900 68500 76100 82200 88300 94350 100450 Moderate Income 63900 73050 821601 91300 986001 105900 113200 120500 Plumes County 4- Person Area Median Income: $62,000 Extremel Low 13050 159301 200901 242501 284101 32570 35:3UUI 37600 Ve Low Income 21700 248001 270001 310001 335001 36000 38450 40950 Low Income 34750 397001 446501 496001 6,36001 57550 61550 65500 Median Income 43460 496001 668001 620001 609601 71900 76900 81850 Moderate Income 52100 595001 669501 744001 803601 86300 92250 98200 Riverside County 4- Person Area Median Income: $65,000 Extremely Low 14100 161001 20096 242501 284101 32570 367301 40890 Very Low income 23450 268001 30150 33500 36200 38900 41550 25 440 Low Income 37550 42900 48250 53600 57900 62200 66500 70800 Median Income 45500 52000 58500 65000 70200 75400 80600 85800 Moderate Income 54600 624001 90500 96700 102950 Sacramento County 4- Person Area Median Income; $76,100 Extremely Low 16000 183001 206001 242501 284101 325701 36730 40890 Very Low Income 26650 304501 342601 38050 411001 44150 47200 50250 Low Income 42650 487501 548601 5550 80400 Median Income 53250 609001 686001 94350 100450 Moderate income 63900 730501 821501 113200 120500 San Benito County 4- Person Area Median Income: $81,100 Extremely Low 17050 19500 219601 243501 284101 32570 36730 40890 Very Low Income 28400 32450 36500 40550 43800 47050 50300 53550 Low Income 45100 51550 58000 64400 69600 74750 79900 85050 Median Income 56750 64900 73000 81100 87600 94100 100550 107050 Moderate Income 58100 77850 87550 97300 105106 112850 120650 128450 San Bernardino County 4- Person Area Median income: $65,000 Extremely Low 14100 16100 20090 24250 28410 32570 36730 40890 Very, Low Income 23450 26800 30150 33500 36200 38900 41550 44250 Low Income 37550 42900 48250 53600 57900 62200 65500 70800 Median Income 45500 52000 586001 65000 70200 75400 80600 85800 Moderate Income 54600 62400 702001 78000 84250 90500 96700 102950 See instructions on last page to use these Income limits to deten MISS lity and calculate affordable housing cost and rent. Section 6932, 2015 Income Limits Page 5 of 7 County Income Catego Number of Persons In Household 1 2 3 4 6 6 7 8 —2480–OT-284101 San Diego County 4- Person Area Median Income: $75,900 ExlremeIv Low 1 173601 19850 22300 325701 36730 40890 Very Low Income 1 289001 33050 37150 41300 44600 0.7900 51200 54500 Low Income 46250 52900 59500 66100 71400 76700 81950 87250 Median income 1 531501 60700 683001 759001 819501 88050 94100 100200 Moderate income 63750 72900 82000 91100 98400 106700 112950 120250 San Francisco County 4- Person Area Median Income: $103,000 Extremely Low 1 24650 281 6OF 316501 361501 380001 408001 436001 46400 Ve Low Income 41050 46900 52750 58600 63300 68000 72700 77400 Lowlncome 65700 75100 84500 93850 101400 108900 1164001 123900 Median income 72100 82400 927001 1030001 11 1250 119500 1277001 135950 Moderate Income I 86500 989001 1112501 1236001 1336001 1434001 1532601 163150 San Joaquin County 4- Person Area Median income: $66,300 Extremelv Low 1 13950 159501 20090 24250 284101 325701 367301 39350 Very Low Incomo 23250 265501 29850 33150 368501 385001 41150 43800 Low Income 37150 424501 47750 53050 57300 615501 658oul 70050 Median Income 46400 53050 59650 66300 71600 769001 822001 87500 Moderate Income I 55700 636501 900 923001 986501 106000 San Luis Obispo County 4-Person Area Median Income: $77,100 Extremely Low 1 16250 185501 208601 242601 284101 325701 367301 40890 Income 27000 30850 34700 38550 41650 44750 47850 50900 Mow Low Income 43200 49400 55550 61700 6r)6501 71600 76550 81450 Medianlncome 53950 61700 69400 77100 83260 89450 95600 101750 Moderatolncome 64750 740001 632501 9250DI 999001 07300 1147UUI 122100 San Mateo County 4�Person Area Median Income: $103,000 Extremely Low 24650 281501 316501 351501 380001 408001 43bUUi 46400 Very Lowlncome 41050 469001 527501 58600 63300 68000 72700 77400 Low Income 65700 75100 84500 93850 101400 108900 116400 123900 Median Income 72100 82400 92700 103000 111250 119500 127700 135950 Moderate Income 86500 96900 111250 123600 133500 143400 153250 163150 Santa Barbara County 4- Person Area Medianlncome: $76,400 Extremely Low 1 16850 192501 21650 242501 2841011 325701 36730 40890 Ve Low Income 28100 32100 36100 40100 43350 46560 49750 52850 Lowlncomo 44950 51350 57750 641501 693001 74450 79550 84700 Medianlncore 52800 60300 67850 764001 814501_ 87450 93500 99550 Moderate Income I 63350 72400 81450 906001 97750 105000 112200 119450 Santa Clara County 4- Person Area Median Income: $106,300 Extremely Low 1 22350 25550 ZU(bUl J1Uuuj 34500 37050 39600 42150 Very Low income 37250 42550 47850 53150 57450 61700 65950 70200 Low Income 59400 67900 76400 84900 91850 98450 105250 112050 Medlanlncome 74400 85050 95650 106300 114800 123300 131800 140300 Moderate income 89300 102050 114800 127550 137750 147950 158150 168350 Santa Cruz County 4- Person Area Median Income: $87,000 Extremely Low 21200 24200 27250 30250 32700 35100 37550 40890 Very Low Income 35300 40350 45400 50400 54450 58500 62500 66550 Low Income 56500 64550 72600 80650 871601 93600 100050 106500 Median income 60900 69600 783001 87000 939601 100900 1079001 114850 Moderate Income 73100 83500 93960 104400 1127601 121100 1994501 137800 Shasta County APerson Area Medianlncome: $59,000 Extremely Low 12400 15930 20090 24250 28410 32570 35300 37600 Very Low. lncome 20650 23600 26550 29500 31900 50 36600 38950 Lowlncome 33050 37800 42500 47200 51000 00 g 58550 62350 Medianlncome 41300 47200 53100 59000 63700 50 73150 77900 Moderatelncome 49550 55650 63700 70800 76450 50 87800 93450 See instructions on last page to use these Income limits to datereir�aypI cam4eyibility and calculate affordable housing cost and rent. Section 6932. 20151ncorne Limits Page 6 of 7 Sierra County Income Number of Persons in Household County Cate o 1 2 3 1 4 1 5 1 6 1 7 8 Sierra County Extremely Low 1 14800 169001 200901 242501 28410 32570 36730 40890 4- Person Ve Lowlncome 24650 28150 31650 35150 38000 40600 43600 46400 Area Median Income: Low Income 3940() 45000 50650 56250 60750 65250 69750 74250 $71,800 Median Income 50250 57450 64600 71800 77550 83300 89050 94800 89200 Moderate Income 1 60300 689001 775501 861501 930501 99950 106850 113700 4- Per6on Very Low Income Area Median Income: Low Income $57,900 1 Median Income Solano County 4- Person Area Median Income: $82,600 Extremely Low 174001 198501 223501 248001 28410 32570 38730 11111 40880 Ve Lowlncome 28950 33050 372001 413001 446501 47950 51250 54550 Low income 45500 52000 58500 65000 702001 75400 80600 85800 Median income 57800 66100 74350 82600 89200 95800 102400 109050 Moderate income 69350 79300 89200 99100 107050 114950 122900 130800 Sonoma County 4- Person Area Medianlncome: $82,600 Extremely Low 17400 19850 22350 248001 284101 32570 367301 40890 Very Low Income 28950 33050 37200 41300 44650 47950 51250 54550 Low Income 45500 52000 58500 65000 70200 75400 80600 85600 Median Income 57800 66100 74360 82600 89200 95800 102400 109050 Moderate Income 69350 79300 89200 99100 107050 114950 122900 130800 Stanislaus County 4- Person Area Median Income: $62,000 Extreme l Low 13050 15930 20090 24250 28410 32570 35300 37600 Very Low income 217001 24800 27900 31000 33500 36000 38450 40950 Low Income 347501 39700 44650 49600 53600 57550 61550 65500 Median Income 43400 49600 55800 62000 66950 71900 76900 81850 Moderate Income 52100 59500 66950 74400 80350 200 92250 98200 Sutter County 4- Person Area Median Income: $59,400 Extreme] Low 12500 15930 20090 24250 28410 32570 35300 37600 Ve Low Income 20800 23800 26760 29700 32100 34500 38650 39250 Low Income 33250 38000 42750 47500 51300 55100 58900 62700 Median Income 41600 47500 53450 59400 64150 68900 73650 78400 Moderatelncome 49900 57050 84150 71300 770001 82700 884001 94100 Tehama County 4- Person Area Median Income: $57,900 12160 15930 20090 24250 28410 32570 35300 37600 20300 23200 26100 28950 31300 33600 35900 38250 MIncome 32450 37050 41700 46300 50050 53750 57450 61150 Median 40550 46300 52100 57900 82550 67150 71800 76450 48650 55600 626501 696001 750501 806001 86200 91750 Trinity County 4- Person Area Median Income: $57,900 Extremely Low 12150 159301 20090 242501 284101 326701 36300L 37600 Very Low Income 20300 232001 26100 28950 31300 33600 36900 38250 LowIncome 32450 37050 41700 46300 50050 53750 57450 61150 Median income 40550 46300 52100 57900 62550 67150 71800 76450 Moderate Income 48650 55600 62550 69500 75050 80600 86200 91750 Tulare County 4- Person Area Median Income: $57,900 Extremely Low 12150 15930 20090 24250 28410 32570 363001 37600 Ve Low income 20300 232001 26100 289501 31300 33600 35900 38250 Low Income 32450 370501 41700 48300 50050 53750 57450 6115D Median Income 40550 46300 52100 57900 62550 67150 -- 718001 76450 Moderate Income 48650 55600 62550 695001 75050 80500 8620OF 91750 See instructions on last page to use these Income Ilmlts to deter,51S - 61bllity and calculate affordable housing cost and rent. Section 6932. 2015 Income Limits Page 7 of 7 Income Number of Persons in Household County ---. i I I I A I a I— c I y I a Tuolumne County Extremely Low 1 13950 169501 200901 242601 28410 326701 367301 40890 4- Person Very Low Income 1 23250 26600 29900 33200 35900 38550 41200 43850 Area Median income: Low income 37200 42500 47800 53100 57350 61600 65850 70100 $66,700 Median Income 46700 53350 60050 66700 72050 77350 82700 88050 Moderate Income 1 56050 640501 720501 800501 864501 928501 992501 105650 Instructions: Eligibility Determination: Use household size Income category figures in this chart. Determine eligibllllty, based on actual number of persons in household and total of gross Income for all persons. Determination of Income Limit for Households Larger than Eight Persons: Per person (PP) adjustment above 8: (1) multiply the 4- person income limit by eight percent (8 %), (2) multiply result by number of persons In excess of eight, (3) add the amount to the 8- person income limit. and (4) round to the nearest $50. Yuba County E X A M P L E Income Cate o 4 arsons 8% PP Adj, +8 person =9 persons Extremely Low 24,250 19401 32,0001 33,950 Very Low Income 29,700 2376 39,200 41,600 Lower Income 47,500 3800 62,700 66,500 Moderate Income 71,300 5704 94,100 89,800 8 person+ 0 ersons 32 000 3880 35900 39200 4752 43950 62.700 7600 70 300 94.100 11408 10 0 Calculation of Housing Coat and Rent: Refer to Heath & Safely Code Sections 50052.5 and 50053. Use benchmark household size and multiply against applicable percentages defined in H &SC using Area Median Income Identified In this chart. Determination of Household Size: For projects with no federal assistance, household size is set at number or bedrooms In unit plus one. For projects with federal assistance, household size may be set by multiplying 1.6 against the number of bedrooms In unit. HUD release: 31612016 Authority cited: Health and Safety Cade (H &SC) Section 50091 Reference: H &SC Sections 50079.5, 50093, 50105, and 50105. 55A -62 Exhibit D: Homes r and Rent Listings 55A -63 SFRs for Sale in Santa Ana Address Bedrooms Purchase Price Median Price 804 W. McFadden 2 $350,000 $409,900 2082 S. Standard 2 $379,900 1144 W.Cubbon 2 $409,900 1135 Cabrillo Park 2 $459,900 325 W. 18th St 2 $550,000 1001 Elaine Drive 3 $465,000 $527,000 1110S. Huron 3 $439,900 1908 S. Standard 3 $439,900 2537 W. Camden 3 $468,000 623 S. Cooper St 3 $525,000 3709 S. Van Ness 3 $552,500 218 N. Susan 3 $375,000 1809 Merriday Lane 3 $479,999 1015 Cherry Street 3 $529,000 2105 N. Spruce St 3 $530,000 914 E. West St 3 $535,000 3106 Mary 3 $550,000 710 W. Jonquil 3 $572,000 2707 Olive Lane 3 $725,000 209 N. Cooper 4 1 $599,000 $499,450 911 S. Figueroa 4 $417,000 1901 S. Fairview 4 $465,000 1809 Halladay 4 $499,000 2057 S. Broadway 4 $499,900 1506 E. Avalon 4 $589,000 55A -64 SFRs for Rent in Santa Anaand surrounding areas Address City Bedrooms Rent Median Price 1437 E. Century Drive Orange 2 $2,800 $2,400 221 W. Sparkleberry Orange 2 $2,600 931 N. Ventura St Anaheim 2 $1,800 1067 S. Sundance Anaheim 2 $2,200 12752 Malena Drive Santa Ana 3 $2,499 $2,975 2329 N, Lyon Street Santa Ana 3 $2,600 402 W. Harvey Santa Ana 3 $3,000 14392 Morning Glory Tustin 3 $2,950 10236 Ferrey Drive Tustin 3 $3,100 10008 Albee Ave Tustin 3 $3,200 15209 Washington Tustin 3 $3,800 9581 Royal Palm Blvd. Garden Grove 3 $2,700 142 N. Grant Place Orange 3 $2,750 18903 Mount Walton Fountain Valley 3 $3,650 2518 N. Greenbrier Santa Ana 4 $3,975 $3,448 10531 Ridgeway Drive Santa Ana 4 $3,695 2225 N. Hesperian Street Santa Ana 4 $3,150 1309 Marcella Lane Santa Ana 4 $3,750 2162 Sweetbriar Tustin 4 $2,550 8844 La Zana Fountain Valley 4 $3,200 1909 W. Blackhawk Drive Santa Ana 5 $4,600 $4,000 1320 Sun Dial Drive Tustin 5 $5,500 2402 N. Cameo St Orange 5 $2,750 1760 N. Maplewood Orange 5 $3,400 55A -65 Exhibit Es Commercial For Sale and Rent Listings 55A -66 Commercial Properties for Sale City Price Tustin $139,900 Garden Grove $299,999 Orange $449,000 Santa Ana $699,000 Santa Ana $699,000 Santa Ana $850,000 Orange $875,000 Santa Ana $900,000 Santa Ana $900,000 Santa Ana $929,000 Santa Ana $975,000 Santa Ana $1,100,000 Garden Grove $1,200,000 Orange $1,280,000 Santa Ana $1,375,000 Santa Ana $1,400,000 Garden Grove $1,499,900 Santa Ana $1,500,000 Santa Ana $1,550,000 Santa Ana $1,620,000 Garden Grove $1,670,000 Garden Grove $1,700,000 Anaheim $1,920,000 Santa Ana $2,050,000 Orange $2,400,000 Santa Ana $2,495,000 Fountain Valley $2,498,000 Westminster $2,590,000 Anaheim $2,880,000 Westminster $2,900,000 Garden Grove $3,010,000 Santa Ana $3,495,000 Tustin $3,500,000 Tustin $3,500,000 Santa Ana $4,000,000 Santa Ana $4,320,000 Tustin $4,875,000 Orange $5,200,000 Tustin $6,000,000 Santa Ana $7,000,000 Anaheim $7,200,000 Orange $11,855,000 Santa Ana $17,685,000 55A -67 Fountain Valley Not disclosed Garden Grove Not disclosed Garden Grove Not disclosed Santa Ana Not disclosed Tustin Not disclosed Tustin Not disclosed 55A -68 Properties for Sale: Land Only City Price Santa Ana $11,995 Santa Ana $250,000 Santa Ana $290,000 Santa Ana $689,000 Garden Grove $750,000 Tustin $1,500,000 Santa Ana $2,380,000 Anaheim $3,500,000 Santa Ana Not disclosed Santa Ana Not disclosed 55A -69 Properties for Sale: Office Use city Price Tustin $130,000 Tustin $137,000 Santa Ana $149,999 Santa Ana $155,000 Santa Ana $159,200 Santa Ana $168,000 Santa Ana $190,000 Orange $220,000 Santa Ana $268,650 Santa Ana $290,250 Santa Ana $315,000 Tustin $333,000 Santa Ana $418,500 Tustin $440,000 Santa Ana $454,300 Santa Ana $485,000 Santa Ana $735,000 Santa Ana $775,000 Santa Ana $795,000 Santa Ana $899,000 Santa Ana $900,000 Orange $1,050,000 Costa Mesa $1,050,950 Costa Mesa $1,056,000 Costa Mesa $1,100,000 Santa Ana $1,100,000 Santa Ana $1,150,000 Santa Ana $1,250,000 Santa Ana $1,280,000 Orange $1,300,000 Fountain Valley $1,450,000 Irvine $1,597,950 Tustin $1,698,928 Santa Ana $1,699,000 Orange $1,795,000 Costa Mesa $1,920,000 Santa Ana $1,936,000 Tustin $1,950,000 Tustin $2,495,000 Santa Ana $2,511,630 Costa Mesa $2,560,000 Irvine $2,589,580 55A -70 Orange $3,000,000 Orange $3,000,000 Costa Mesa $3,275,000 Orange $3,500,000 Santa Ana $3,500,000 Santa Ana $3,500,000 Tustin $3,895,000 Tustin $3,970,727 Irvine $3,995,000 Orange $4,200,000 Orange $4,399,000 Santa Ana $4,500,000 Santa Ana $4,600,000 Santa Ana $4,680,000 Irvine $4,735,000 Santa Ana $6,200,000 Irvine $7,234,235 Santa Ana $7,650,000 Garden Grove $8,250,000 Santa Ana $10,828,800 Santa Ana $15,500,000 Santa Ana $17,685,000 Costa Mesa Not disclosed Irvine Not disclosed Santa Ana Not disclosed Santa Ana Not disclosed 55A -71 Retail Properties for Sale City Price Tustin $139,900 Garden Grove $299,999 Orange $449,000 Santa Ana $699,000 Santa Ana $699,000 Santa Ana $850,000 Orange $875,000 Santa Ana $900,000 Santa Ana $900,000 Santa Ana $929,000 Santa Ana $975,000 Santa Ana $1,100,000 Garden Grove $1,200,000 Orange $1,280,000 Santa Ana $1,375,000 Santa Ana $1,400,000 Garden Grove $1,499,900 Santa Ana $1,500,000 Santa Ana $1,550,000 Santa Ana $1,620,000 Garden Grove $1,670,000 Garden Grove $1,700,000 Anaheim $1,920,000 Santa Ana $2,050,000 Orange $2,400,000 Santa Ana $2,495,000 Fountain Valley $2,498,000 Westminster $2,590,000 Anaheim $2,880,000 Westminster $2,900,000 Garden Grove $3,010,000 Santa Ana $3,495,000 Tustin $3,500,000 Tustin $3,500,000 Santa Ana $4,000,000 Santa Ana $4,320,000 Tustin $4,875,000 Orange $5,200,000 Tustin $6,000,000 Santa Ana $7,000,000 Anaheim $7,200,000 Orange $11,855,000 Santa Ana $17,685,000 55A -72 Retail Properties for Sale City Price Fountain Valley Not disclosed Garden Grove Not disclosed Garden Grove Not disclosed Santa Ana Not disclosed Tustin Not disclosed Tustin Not disclosed 55A -73 Warehouse Properties for Sale City Price Garden Grove $599,000 Garden Grove $1,111,725 Garden Grove $1,437,735 Santa Ana $1,461,020 Garden Grove $2,576,000 Orange $4,885,000 Irvine $5,132,640 Santa Ana $35,000,000 Santa Ana Not disclosed Santa Ana Not disclosed Orange Not disclosed Irvine Not disclosed Irvine Not disclosed 55A -74 Commercial Properties for Lease: Warehouse Lease City Price Santa Ana $0.34 Garden Grove $0.49 Santa Ana $0.50 Anaheim $0.59 Santa Ana $0.65 Santa Ana $0.65 Santa Ana $0.65 Santa Ana $0.67 Anaheim $0.69 Costa Mesa $0.72 Irvine $0.72 Santa Ana $0.72 Santa Ana $0.74 Anaheim $0.75 Irvine $0.75 Santa Ana $0.75 Orange $0.78 Santa Ana $0.79 Orange $0.80 Santa Ana $0.80 Santa Ana $0.80 Santa Ana $0.83 Irvine $0.85 Orange $0.85 Santa Ana $0.85 Orange $0.88 Irvine $0.89 Santa Ana $0.89 Santa Ana $0.89 Santa Ana $0.89 Garden Grove $0.90 Irvine $0.90 Orange $0.90 Orange $0.90 Santa Ana $0.90 Santa Ana $0.90 Santa Ana $0.90 Santa Ana $0.92 Santa Ana $0.95 Santa Ana $0.95 Tustin $0.95 Santa Ana $0.98 Tustin $0.98 55A -75 Commercial Properties for Lease: Warehouse Lease City Price Tustin $0.98 Santa Ana $0.99 Anaheim $1.00 Irvine $1.00 Santa Ana $1.00 Santa Ana $1.00 Santa Ana $1.00 Orange $1.05 Santa Ana $1.05 Santa Ana $1.10 Orange $1.11 Orange $1.11 Anaheim $1.18 Anaheim $1.18 Tustin $1.20 Santa Ana $1.21 Irvine $1.25 Irvine $1.25 Irvine $1.25 Orange $1.25 Santa Ana $1.25 Santa Ana $1.25 Irvine $1.30 Garden Grove $1.35 Anaheim $1.40 Tustin $1.50 Orange Negotiable Santa Ana Negotiable Santa Ana Negotiable 55A -76 Commercial Properties for Lease: Warehouse Lease City Price Santa Ana $0.10 Irvine $0.77 Anaheim $0.79 Santa Ana $0.80 Santa Ana $0.80 Anaheim $0.82 Orange $0.85 Orange $0.85 Santa Ana $0.89 Orange $0.90 Santa Ana $0.90 Orange $0.93 Orange $0.95 Santa Ana $0.95 Tustin $0.95 Santa Ana $0.97 Santa Ana $0.98 Irvine $1.00 Orange $1.00 Santa Ana $1.05 Tustin $1.05 Santa Ana $1.10 Tustin $1.10 Santa Ana $1.13 Santa Ana $1.15 Irvine $1.20 Irvine $1.20 Irvine $1.20 Irvine $1.20 Santa Ana $1.20 Irvine $1.25 Irvine $1.25 Irvine $1.25 Santa Ana $1.25 Irvine $1.30 Tustin $1.30 Costa Mesa $1.35 Fountain Valley $1.35 Tustin $1.40 Tustin $1.40 Tustin $1.40 Tustin $1.40 Tustin $1.40 55A -77 Commercial Properties for Lease: Warehouse Lease City Price Irvine $1.50 Orange $1.50 Irvine $1.65 Orange Negotiable Santa Ana Negotiable Santa Ana Negotiable 55A -78 Commercial Properties for Lease: Flex Sale City Price Santa Ana $520,000 Santa Ana $540,000 Anaheim $1,492,155 Costa Mesa $2,200,000 Anaheim $6,250,000 Irvine Not disclosed Santa Ana Not disclosed 55A -79 Commercial Properties for Lease: Land Lease City Price Tustin $0.20 Santa Ana $0.25 Santa Ana $0.27 Santa Ana $0.30 Santa Ana $0.34 Anaheim $0.74 Santa Ana $2.50 Santa Ana Negotiable 55A -80 Commercial Properties for Lease: Office Lease City Price Costa Mesa $0.09 Tustin $0.10 Santa Ana $0.12 Santa Ana $0.13 Irvine $0.15 Tustin $0.18 Santa Ana $0.65 Santa Ana $0.68 Orange $0.79 Santa Ana $0.79 Costa Mesa $0.80 Irvine $0.89 Santa Ana $0.89 Garden Grove $0.90 Orange $0.95 Santa Ana $0.95 Santa Ana $0.95 Santa Ana $0.99 Orange $1.00 Orange $1.00 Orange $1.00 Santa Ana $1.00 Santa Ana $1.00 Santa Ana $1.00 Santa Ana $1.00 Santa Ana $1.00 Santa Ana $1.05 Tustin $1.05 Fountain Valley $1.10 Fountain Valley $1.13 Santa Ana $1.15 Santa Ana $1.15 Santa Ana $1.15 Santa Ana $1.15 Santa Ana $1.15 Santa Ana $1.15 Irvine $1.20 Santa Ana $1.20 Santa Ana $1.20 Santa Ana $1.20 Tustin $1.20 Santa Ana $1.21 Santa Ana $1.22 55A -81 Page 1 Commercial Properties for Lease: Office Lease City Price Santa Ana $1.24 Anaheim $1.25 Anaheim $1.25 Garden Grove $1.25 Garden Grove $1.25 Irvine $1.25 Irvine $1.25 Santa Ana $1.25 Santa Ana $1.25 Santa Ana $1.25 Santa Ana $1.25 Tustin $1.25 Tustin $1.25 Tustin $1.25 Tustin $1.25 Santa Ana $1.29 Garden Grove $1.30 Santa Ana $1.30 Santa Ana $1.30 Santa Ana $1.30 Anaheim $1.35 Costa Mesa $1.35 Garden Grove $1.35 Garden Grove $1.35 Irvine $1.35 Orange $1.35 Orange $1.35 Orange $1.35 Orange $1.35 Orange $1.35 Santa Ana $1.35 Santa Ana $1.35 Santa Ana $1.35 Santa Ana $1.35 Santa Ana $1.35 Orange $1.36 Santa Ana $1.39 Santa Ana $1.39 Irvine $1.40 Irvine $1.40 Santa Ana $1.40 Santa Ana $1.40 Santa Ana $1.42 55A -82 Page 2 Commercial Properties for Lease: Office Lease City Price Tustin $1.42 Orange $1.45 Santa Ana $1.45 Santa Ana $1.45 Santa Ana $1.45 Tustin $1.45 Irvine $1.49 Anaheim $1.50 Costa Mesa $1.50 Fountain Valley $1.50 Fountain Valley $1.50 Fountain Valley $1.50 Irvine $1.50 Irvine $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Tustin $1.50 Tustin $1.50 Tustin $1.50 Tustin $1.50 Tustin $1.52 Santa Ana $1.54 Fountain Valley $1.55 Santa Ana $1.55 55A -83 Page 3 Commercial Properties for Lease: Office Lease City Price Santa Ana $1.55 Santa Ana $1.55 Anaheim $1.58 Garden Grove $1.60 Irvine $1.60 Orange $1.60 Orange $1.60 Tustin $1.60 Westminster $1.60 Fountain Valley $1.65 Garden Grove $1.65 Irvine $1.65 Irvine $1.65 Irvine $1.65 Orange $1.65 Santa Ana $1.65 Santa Ana $1.65 Santa Ana $1.65 Santa Ana $1.65 Santa Ana $1.70 Tustin $1.71 Santa Ana $1.74 Costa Mesa $1.75 Costa Mesa $1.75 Orange $1.75 Orange $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Santa Ana $1.75 Tustin $1.75 Tustin $1.75 Tustin $1.75 Tustin $1.75 Tustin $1.76 Santa Ana 1 $1.77 55A -84 Page 4 Commercial Properties for Lease: Office Lease City Price Anaheim $1.78 Costa Mesa $1.80 Orange $1.80 Santa Ana $1.80 Costa Mesa $1.85 Costa Mesa $1.85 Costa Mesa $1.85 Fountain Valley $1.85 Fountain Valley $1.85 Garden Grove $1.85 Irvine $1.85 Irvine $1.85 Orange $1.85 Santa Ana $1.85 Santa Ana $1.85 Tustin $1.85 Tustin $1.85 Tustin $1.85 Orange $1.89 Anaheim $1.90 Anaheim $1.90 Irvine $1.90 Santa Ana $1.90 Santa Ana $1.90 Tustin $1.91 Fountain Valley $1.93 Costa Mesa $1.95 Costa Mesa $1.95 Costa Mesa $1.95 Irvine $1.95 Irvine $1.95 Irvine $1.95 Irvine $1.95 Orange $1.95 Santa Ana $1.95 Tustin $1.95 Tustin $1.95 Costa Mesa $2.00 Costa Mesa $2.00 Garden Grove $2.00 Santa Ana $2.00 Santa Ana $2.00 Santa Ana $2.00 55A -85 Page 5 Commercial Properties for Lease: Office Lease City Price Tustin $2.00 Tustin $2.00 Tustin $2.00 Orange $2.05 Santa Ana $2.05 Santa Ana $2.05 Santa Ana $2.05 Santa Ana $2.05 Santa Ana $2.05 Santa Ana $2.05 Santa Ana $2.06 Orange $2.10 Tustin $2.10 Tustin $2.10 Irvine $2.15 Santa Ana $2.15 Tustin $2.15 Costa Mesa $2.20 Tustin $2.20 Tustin $2.20 Westminster $2.20 Anaheim $2.25 Costa Mesa $2.25 Irvine $2.25 Santa Ana $2.25 Tustin $2.25 Orange $2.30 Anaheim $2.35 Garden Grove $2.35 Irvine $2.35 Irvine $2.35 Irvine $2.35 Irvine $2.35 Irvine $2.35 Irvine $2.35 Irvine $2.35 Orange $2.35 Santa Ana $2.35 Santa Ana $2.35 Orange $2.40 Santa Ana $2.40 Orange $2.43 rvine 1 $2.45 55A -86 Page 6 Commercial Properties for Lease: Office Lease City Price Irvine $2.45 Irvine $2.45 Irvine $2.45 Irvine $2.45 Irvine $2.45 Irvine $2.45 Tustin $2.45 Irvine $2.50 Orange $2.50 Santa Ana $2.65 Tustin $2.65 Costa Mesa $2.75 Orange $2.75 Orange $2.75 Orange $2.93 Orange $2.93 Costa Mesa $2.95 Orange $2.95 Tustin $2.95 Orange $3.00 Westminster $3.00 Costa Mesa $3.10 Orange $3.10 Orange $3.10 Orange $3.10 Orange $3.10 Garden Grove $3.15 Costa Mesa $3.20 Costa Mesa $3.20 Santa Ana $3.25 Santa Ana $3.33 Orange $3.62 Irvine $4.58 Anaheim Negotiable Anaheim Negotiable Anaheim Negotiable Anaheim I Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable 55A -87 Page 7 Commercial Properties for Lease: Office Lease City Price Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Costa Mesa Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Irvine Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange I Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable 55A -88 Page 8 Commercial Properties for Lease: Office Lease City Price Orange Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable 55A -89 Page 9 Commercial Properties for Lease: Retail Lease City Price Santa Ana $0.10 Orange $0.12 Santa Ana $0.23 Orange $0.28 Santa Ana $0.50 Santa Ana $0.80 Garden Grove $1.00 Orange $1.00 Santa Ana $1.00 Garden Grove $1.10 Fountain Valley $1.13 Santa Ana $1.20 Santa Ana $1.20 Santa Ana $1.20 Santa Ana $1.22 Anaheim $1.25 Garden Grove $1.25 Garden Grove $1.25 Santa Ana $1.25 Santa Ana $1.25 Santa Ana $1.25 Tustin $1.25 Fountain Valley $1.35 Fountain Valley $1.35 Garden Grove $1.35 Garden Grove $1.35 Garden Grove $1.35 Orange $1.35 Orange $1.35 Fountain Valley $1.39 Garden Grove 1 $1.40 Garden Grove $1.40 Santa Ana $1.45 Garden Grove $1.47 Anaheim $1.50 Anaheim $1.50 Fountain Valley $1.50 Garden Grove $1.50 Garden Grove $1.50 Orange $1.50 Orange $1.50 Orange $1.50 Orange $1.50 55A -90 Commercial Properties for Lease: Retail Lease City Price Orange $1.50 Orange $1.50 Orange $1.50 Santa Ana $1.50 Santa Ana $1.50 Santa Ana $1.50 Tustin $1.50 Tustin $1.50 Orange $1.55 Santa Ana $1.55 Santa Ana $1.55 Garden Grove $1.60 Santa Ana $1.60 Santa Ana $1.64 Orange $1.65 Tustin $1.65 Tustin $1.67 Tustin $1.67 Garden Grove $1.70 Garden Grove $1.75 Garden Grove $1.75 Garden Grove $1.75 Anaheim $1.80 Garden Grove $1.80 Orange $1.80 Orange $1.82 Fountain Valley $1.85 Orange $1.85 Orange $1.86 Santa Ana $1.87 Orange $1.90 Garden Grove $1.95 Santa Ana $1.95 Santa Ana $1.95 Santa Ana $1.95 Garden Grove $2.00 Garden Grove $2.00 Garden Grove $2.00 Orange $2.00 Orange $2.00 Santa Ana $2.00 Santa Ana $2.00 Santa Ana $2.00 55A -91 Commercial Properties for Lease: Retail Lease City Price Tustin $2.00 Tustin $2.00 Orange $2.10 Garden Grove $2.13 Orange $2.14 Tustin $2.15 Westminster $2.20 Orange $2.21 Garden Grove $2.25 Orange $2.25 Orange $2.25 Orange $2.25 Santa Ana $2.25 Santa Ana $2.25 Santa Ana $2.25 Santa Ana $2.25 Santa Ana $2.25 Santa Ana $2.25 Tustin $2.25 Tustin $2.25 Westminster $2.25 Garden Grove $2.35 Santa Ana $2.35 Santa Ana $2.40 Garden Grove $2.50 Orange $2.50 Santa Ana $2.50 Santa Ana $2.50 Tustin $2.50 Tustin $2.50 Tustin $2.75 Santa Ana $2.85 Tustin $2.95 Tustin $2.95 Tustin $2.95 Fountain Valley $3.00 Garden Grove $3.00 Santa Ana $3.00 Santa Ana $3.00 Santa Ana $3.00 Tustin $3.00 Westminster $3.00 Westminster $3.00 55A -92 Commercial Properties for Lease: Retail Lease City Price Santa Ana $3.15 Santa Ana $3.33 Anaheim $3.75 Orange $4.00 Orange $4.00 Westminster $4.00 Santa Ana $4.25 Irvine $4.58 Anaheim Negotiable Anaheim Negotiable Anaheim Negotiable Costa Mesa Negotiable Fountain Valley Negotiable Fountain Valley Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Garden Grove Negotiable Irvine Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Orange Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable 55A -93 Commercial Properties for Lease: Retail Lease City Price Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Santa Ana Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable Tustin Negotiable 55A -94 City Price Santa Ana $520,000 Santa Ana $540,000 Anaheim $1,492,155 Costa Mesa $2,200,000 Anaheim $6,250,000 Irvine Not disclosed Santa Ana Not disclosed 55A -95 Exhibit 55A -96 Relocation Assistance Informational Statement For Business, Farm & Nonprofit' (Federal) Displacing Agency: City of Santa Ana Project Name: Bristol Street Improvement Project Phase III A between Civic Center Dr. and Washington Ave. Displacing A_ enc Representative: Overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200 Irvine, CA 92618 Phone: 949.951.5263 Spanish speaking agents are available. Si necesita esta informaaion en espahol, por favor Name a su agente. ©1980.20'14 Overland, Pacific & Cutler, Inc. (Oct -14) Page 1 of 10 55A -97 Wormational Statement for Business, Farm & Non -Pr (Federal) Introduction The property on which you now conduct your business is in an area to be improved by, or financed through, the Displacing Agency using federal funds. If and when the project proceeds, and it is necessary for you to move your business, you may be eligible for certain benefits. You will be notified in a timely manner as to the date by which you must move. Please read this information, as it will be helpful to you in determining your eligibility and the amount of the relocation benefits you may receive under the law. You will need to provide adequate and timely information to determine your relocation benefits. The information is voluntary, but if you don't provide it, you may not receive the benefits or it may take longer to pay you. We suggest you save this informational statement for reference. The Displacing Agency has retained the professional firm of Overland, Pacific & Cutler, Inc. (OPQ to provide relocation assistance to you. The firm is available to explain the program and benefits. Their address and telephone number is listed on the cover. PLEASE DO NOT MOVE PREMATURELY. THIS IS NOT A NOTICE TO VACATE THE PROPERTY. However, if you desire to move sooner than required, you must contact your relocation agent at Overland, Pacific & Cutler, Inc., so you will not jeopardize any benefits. This is a general informational brochure only, and is not intended to give a detailed description of either the law or regulations pertaining to the Displacing Agency's relocation assistance program. Please continue to pay your rent to your current landlord, otherwise you may be evicted and jeopardize the relocation benefits to which you may be entitled to receive. Once the Displacing Agency acquires the property, you will also be required to pay rent to the Displacing Agency. Summary of Available Relocation Assistance: A. Advisory assistance to explain the relocation process, the related eligibility requirements, the procedures for obtaining reimbursement for moving expenses and referrals to suitable replacement locations B. Payment for your moving expenses. You may receive one of the following options Option 1: A Payment for Actual Reasonable Moving and Related Expenses; or Option 2: A Fixed Payment In Lieu of a Payment for Actual Moving and Related Expenses C. Other help to reestablish your business and minimize the impact of the move including help in preparing claim forms to request relocation payments. If you disagree with the Displacing Agency's decision as to your right to a relocation payment, or the amount of the payment, you may appeal that decision. ©1989.2914 Overland, Pacific & Cutler, Inc. (Oct -14) Page 2 of 19 55A -98 GENERAL RELOCATION QUESTIONS 1. How Will I Know I Am Eligible for Relocation Assistance? Ordinarily, eligibility begins on the date the owner of the property receives the Displacing Agency's initial written offer to purchase the property. Therefore, you should not move before that date or receiving a notice of eligibility. If you do, you may not be eligible for relocation assistance. 2. How Will the Displacing Agency Know How Much Help I Need? You will be contacted at an early date and personally interviewed by an agent of the Displacing Agency. The interviewer will want to get information about your current operation, as well as identify movable personal property and non - movable improvements, determine your needs and preferences for a replacement location, estimate the time required to vacate the premises and your need for advance payments. During the interview, you may want to discuss other issues relative to your move. It is to your advantage to provide as much information as possible so that the Displacing Agency, through its relocation agent, can assist you in moving with a minimum of hardship. The information you give will be kept in confidence. 3. How Soon Will I Have to Move? Every reasonable effort will be made to provide you with sufficient time to find a suitable replacement location and reestablish your business. If possible, a mutually agreeable date for the move will be worked out. Unless there is an urgent need for the property (e.g., your occupancy would present a health or safety emergency), you will not be required to move without at least 90 days advance written notice. It is important, however, that you keep in close contact with the Displacing Agency so that you are aware of the time schedule for carrying out the project and the approximate date by which you will have to move. 4. I Own the Property. Will I Be Paid for It Before I Have to Move? If you reach a voluntary agreement to sell your property to the Displacing Agency, you will not be required to move before you receive the agreed purchase price. If the property is acquired through an eminent domain proceeding, you cannot be required to move before the estimated fair market value of the property has been deposited with the court. (You should be able to withdraw this amount immediately, less any amounts necessary to pay off any mortgage or other liens on the property and to resolve any special ownership problems. Withdrawal of your share of the money will not affect your right to seek additional compensation for your property). S. Will I Have to Pay Rent to the Displacing Agency Before I Move? You may be required to pay a fair rent to the Displacing Agency for the period between the acquisition of your property and the date that you move. Your rent and the terms of your tenancy will be generally the same as in the prior arrangement. ©1980 -2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 3 of 10 55A -99 6. How Will I Find a Replacement Location? Your relocation agent will provide you with current and continuing information on available replacement locations that meet your needs. You will also be provided with the names of local real estate agents and brokers who can assist you in finding the type of replacement location you require. However, you are urged to take an active role in identifying, and relocating to, a location of your choice. No one knows your needs better than you do. You will want a facility that provides sufficient space for your planned activities. You will also want to ensure that there are no zoning or other requirements which will unduly restrict your planned operations. Your relocation agent will explain which kind of moving costs are eligible for reimbursement and which are not eligible. That will enable you to carry out your move in the most advantageous manner. 7. What Other Assistance Will Be Available to Help Me? In addition to help in finding a suitable replacement location, your relocation agent will help you secure the services of outside specialists, as necessary, to plan the move, as well as provide assistance during the actual move and in the reinstallation of machinery and /or other personal property. The range of services depends on the needs of the business being displaced. You should ask the Displacing Agency's relocation agent to tell you about the specific services that will be available to you. 8. I Have a Replacement Location and Want to Move. What Should I Do? Before you make any arrangements to move, notify the Displacing Agency's relocation agent, in writing, of your intention to move. This should be done at least 30 days before the date you begin your move. The Displacing Agency will discuss the move with you and advise you of the relocation payment(s) for which you may be eligible, the requirements to be met, and how to obtain a payment. 9. I Plan to Discontinue My Business Rather than Move. What Should I Do? If you have decided to discontinue your business rather than reestablish it, you may still be eligible to receive a payment. Contact the Displacing Agency's relocation agent and discuss your decision to discontinue your business. You will be informed of the payment, if any, for which you may be eligible, the requirements to be met, and how to obtain your payment. 10. What Kinds of Payments for Moving Expenses Will I Receive? Every business is eligible for a relocation payment to cover the reasonable cost of moving. Assuming you meet certain eligibility criteria, you may choose one of the following options: Option 1: A Payment for Actual Reasonable Moving and Related Expenses; or Option 2: A Fixed Payment In Lieu of Moving and Related Expenses These payment options are described below: ©1980 -2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 4 of 10 55A -100 Option 1: Payment for Actual Reasonable Moving and Related Expenses If you choose a Payment for Actual Reasonable Moving and Related Expenses, you may claim the cost of: 1. Transportation of personal property. Transportation costs for a distance beyond 50 miles are not eligible, unless the Displacing Agency determines that relocation beyond 50 miles is justified. 2. Packing, crating, unpacking, and uncrating of the personal property. 3. Disconnecting, dismantling, removing, reassembling, and reinstalling relocated machinery, equipment, and other personal property, and certain substitute personal property. This includes connection to utilities available within the building. It also includes modifications to the personal property, including those mandated by Federal, State or local law, code or ordinance, necessary to adapt it to the replacement structure, the replacement site, or the utilities at the replacement site, and modifications necessary to adapt the utilities at the replacement site to the personal property. 4. Storage of the personal property determined to be necessary by the Displacing Agency, not to exceed 12 months, unless the Displacing Agency determines that a longer period is warranted. 5. Insurance for the replacement value of the personal property in connection with the move and necessary storage. 6. The replacement value of property lost, stolen or damaged in the process of moving (not through fault or negligence of the displaced person, his or her agent or employee), where insurance covering such loss, theft or damage is not reasonably available. 7. Any license, permit, fees or certification required of your business at the replacement location. However, the payment may be based on the remaining useful life of the existing license, permit, fees or certification. 8. Reasonable and preauthorized professional services, the Displacing Agency determines to be necessary for (i) planning the move of the personal property, (ii) moving the personal property, and (iii) installing the relocated personal property at the replacement location. 9. Re- lettering signs and replacing stationary on hand at the time of displacement that is made obsolete as a result of the move. 10. Actual direct loss of tangible personal property incurred as a result of moving or discontinuing your business. The payment will consist of the lesser of: (i) The fair market value in place of the item, as is for continued use at the displacement site, less the proceeds from its sale. (To be eligible for payment, you must make a good faith effort to sell the personal property, unless the Displacing Agency determines that such effort is not necessary. When payment for property loss is claimed for goods held for sale, the fair market value will be based on the cost of the goods to the business, not the potential selling price.); or (ii) The estimated cost of moving the item as is, but with no allowance for storage; or for reconnecting a piece of equipment if the equipment is in storage or not being used at the acquired site. (If you elect to discontinue your business, the estimated cost will be based on a moving distance of 50 miles.) ©1980 -2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 5 of 10 55A -101 11. Purchase of substitute personal property. If an item of personal property which is used as part of your business is not moved but is promptly replaced with a substitute item that performs a comparable function at the replacement site, you will be entitled to payment for the lesser of: (i) The cost of the substitute item, including installation costs at the replacement site, minus any proceeds from the sale or trade -in of the replaced item; or (ii) The estimated cost of moving and reinstalling the replaced item but with no allowance for storage. At the Displacing Agency's discretion, the estimated cost for a low cost or uncomplicated move may be based on a single bid or estimate. 12. The reasonable cost incurred in attempting to sell an item that is not to be relocated. 13. Searching for a replacement location. Your business is entitled to reimbursement for actual expenses, not to exceed $2,500 as the Displacing Agency determines to be reasonable, which are incurred in searching for a replacement location including: i) Transportation ii) Meals and lodging away from home. iii) Time spent searching, based on reasonable salary or earnings. iv) Fees paid to a real estate agent or broker to locate a replacement site, exclusive of any fees or commissions related to the purchase of such site. V) Time spent in obtaining permits and attending zoning hearings; and vi) Time spent negotiating the purchase of a replacement site based on a reasonable salary or earnings. 14. When the personal property to be moved is of low value and high bulk, and the cost of moving the property would be disproportionate to its value in the judgment of the Displacing Agency, the allowable moving cost payment shall not exceed the lesser of; the amount which would be received if the property were sold at the site or the replacement cost of a comparable quantity delivered to the new business location. 15. Other related moving expenses as the Displacing Agency determines to be reasonable and necessary, including: Connection to available nearby utilities from the right -of -way to improvements at the replacement site; ii) Professional services performed prior to the purchase or lease of a replacement site to determine its suitability for your business operation, including but not limited to soil testing, feasibility and marketing studies (excluding any fees or commissions directly related to the purchase or lease of such site). At the Displacing Agency's discretion, a reasonable pre- approved hourly rate may be established iii) Impact fees or one -time assessments for anticipated heavy utility usage, as determined by the Displacing Agency. The Displacing Agency's relocation agent will explain all eligible moving costs, as well as, those which are not eligible. You must be able to account for all costs that you incur, so keep all your receipts. The Displacing Agency will inform you of the documentation needed to support your claim. You may minimize the amount of documentation needed to support your claim, if you elect to "self- move" your property. Payment for a self -move is based on the amount of an acceptable low bid or estimate obtained by the © 1980 -2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 6 of 10 55A -102 Displacing Agency. If you self -move, you may move your personal property using your own employees and equipment or a commercial mover. If you and the Displacing Agency cannot agree on an acceptable amount to cover the cost of the self -move, you will have to submit full documentation in support of your claim. You may elect to pay your moving costs yourself and be reimbursed by the Displacing Agency or, if you prefer, you may have the Displacing Agency pay the mover directly. In either case, let the Displacing Agency's relocation agent know before you move. The Displacing Agency agent can help you select a reliable and reputable mover. When a payment for "actual direct loss of personal property" or "substitute personal property" is made for an item, the estimated cost of moving the item may be based on the lowest acceptable bid or estimate obtained by the Displacing Agency. If not sold or traded -in, the item must remain at the old location and ownership of the item must be transferred to the Displacing Agency before you may receive the payment. In addition to the reimbursable expenses described above, a small business, farm or non - profit organization may be eligible to receive a payment of up to $25,000 for expenses actually incurred in relocating and reestablishing its operation at a replacement site. Eligible expenses must be reasonable and necessary, as determined by the Displacing Agency. They may include but are not limited to the following: 1. Repairs or improvements to the replacement real property as required by federal, state or local law, code or ordinance. 2. Modifications to the replacement property to accommodate the business operation or make replacement structures suitable for conducting the business. 3. Construction and Installation costs for exterior signage to advertise the business. 4. Redecoration or replacement of soiled or worn surfaces at the replacement site, such as paint, paneling or carpeting. 5. Advertising of replacement location. 6. Estimated increased costs of operation during the first 2 years at the replacement site, for such items as: a. Lease or rental charges b. Personal or real property taxes c. Insurance premiums, and d. Utility charges (excluding Impact fees) 7. Other items that the Displacing Agency considers essential to the reestablishment of the business. The following is a non - exclusive listing of reestablishment expenditures not considered to be reasonable, necessary or otherwise eligible: • Purchase of capital assets, such as, office furniture, filing cabinets, and machinery or trade fixtures. • Purchase of manufacturing materials, production supplies, product inventory, or other items used in the normal course of the business operation. • Interest costs associated with any relocation expense or the purchase of replacement property. • Payment to a part -time business in the home which does not contribute materially to the household income. ©1980.2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 7 of 10 55A -103 Option 2: Fixed Payment In Lieu of a Payment for Actual Reasonable Moving and Related Expenses A displaced business, non - profit organization or farm may be eligible to choose a fixed payment in lieu of the payments for actual moving and related expenses and actual reasonable reestablishment expenses. The payment may not be less than $1,000.00 or more than $40,000.00. For a business or farm, the payment is based on the average annual net earnings before Federal, State and local income taxes during the 2 taxable years immediately prior to the taxable year in which it was displaced. For a non - profit organization, the payment is based on the average of 2 years annual gross revenues less administrative expenses. In order to qualify for this payment, the Displacing Agency must determine that: 1. The business owns or rents personal property which must be moved in connection with the displacement and for which an expense would be incurred in such move, and the business vacates or relocates from its displacement site. 2. The business cannot be relocated without a substantial loss of existing patronage (clientele or net earnings). 3. The business is not a part of a commercial enterprise having more than three other entities which are not being acquired by the Displacing Agency, and which are engaged in the same or similar business activities. 4. The business is not operated at the displacement dwelling /site solely for the purpose of renting such dwelling /site to others. 5. The business contributed materially to the income of the displaced person during the two (2) taxable years prior to displacement. If the business or farm was not in operation for the full two years prior to displacement, the net earnings are based on the actual period of operation at the acquired site projected to an annual rate. Average net earnings may be based on a different period of time when the Displacing Agency determines it to be more equitable. Net earnings include any compensation paid to the owners of the business, a spouse or dependents. Proof of net earnings must be furnished to the Displacing Agency through income tax returns, certified financial statements, or other reasonable evidence which the Displacing Agency determines is satisfactory. For a qualified non - profit organization, gross earnings may include membership fees, class fees, cash donations, tithes and receipts from sales or other forms of fund collection that enables the non - profit organization to operate. Administrative expenses are those for administrative support such as rent, utilities, salaries, advertising and other like items as well as fund raising expenses. Operating expenses for carrying out the purposes of the non - profit organization are not included in administrative expenses. The monetary receipts and expense amounts may be verified with certified financial statements or financial documents required by public agencies. The Displacing Agency will inform you as to your eligibility for this payment option and the documentation you must submit to support your claim. Remember, when you elect to take this payment option you are not entitled to reimbursement for any other moving expenses i.e. Option A described above. ©19802014 Overland, Pacific & Cutler, Inc. (Oct -14) Page S of 10 55A -104 11. I Own an Outdoor Advertising Display. What Relocation Payment Will I Receive? As the owner of an outdoor advertising display, you are eligible for a Relocation Payment For Actual Reasonable Moving and Related Expenses. You are not eligible to receive a Payment In Lieu of a Payment For Actual Reasonable Moving and Related Expenses. If you choose not to relocate or replace the sign, the payment for "direct loss of personal property" would be the lesser of: (1) the depreciated reproduction cost of the sign, as estimated by the Displacing Agency, less the proceeds from its sale, or (2) the estimated cost of moving the sign without temporary storage. The Displacing Agency will inform you as to the exact costs that may be reimbursed. 12. How do I Receive a Relocation Payment? You must file a claim for a relocation payment. The Displacing Agency's relocation agent will provide you with the required claim forms, assist you in completing them, and explain the type of documentation that you must submit in order to receive your relocation payments. If you must pay any relocation expenses before you move (e.g., because you must provide a security deposit if you lease your new location), discuss your financial needs with the Displacing Agency. You may be able to obtain an advance payment. An advance payment may be placed in "escrow" to ensure that the move will be completed on a timely basis. If you are a tenant, you must file your claim within 18 months after the date you move. If you own the property, you must file within 18 months after the date you move, or the date you receive the final acquisition payment, whichever is later. However, it is to your advantage to file as soon as possible after you move. The sooner you submit your claim, the sooner it can be processed and paid. If you are unable to file your claim within 18 months, the Displacing Agency may extend this period. You will be paid promptly after you file an acceptable claim. If there is any question regarding your right to a relocation payment or the amount of the payment, you will be notified, in writing, of the problem and the action you may take to resolve the matter. 13. Non - Discrimination No person shall on the grounds of race, color, national origin or sex, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under the Displacing Agency's relocation assistance program pursuant to Title VI of the Civil Rights Act of 1964, Title VIII of the Civil Rights Act of 1968, and other applicable state and federal anti - discrimination laws. You may file a complaint if you believe you have been subjected to discrimination. For details contact the Displacing Agency. 14. Appeals Any person aggrieved by a determination as to eligibility for, or the amount of, a payment authorized by the Displacing Agency's Relocation Assistance Program may have the appeal application reviewed by the Displacing Agency in accordance with its appeals procedure. Complete details on appeal procedures are available upon request from the Displacing Agency. ©1980.2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 9 of 10 55A -105 15. Tax Status of Relocation Benefits California Government Code Section 7269 indicates no relocation payment received shall be considered as income for the purposes of the Personal Income Tax Law, Part 10 (commencing with Section 170 01) of Division 2 of the Revenue and Taxation Code, or the Bank and Corporation Tax law, Part 11 (commencing with Section 23001) of Division 2 of the Revenue and Taxation Code. Furthermore, federal regulations (49 CFR Part 24, Section 24.209) also indicate that no payment received under this part (Part 24) shall be considered as income for the purpose of the Internal Revenue Code of 1954, which has been redesignated as the Internal Revenue Code of 1986. The preceding statement is not tendered as legal advice in regard to tax consequences, and displacees should consult with their own tax advisor or legal counsel to determine the current status of such payments. (IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used and cannot be used for the purpose of (i) avoiding tax - related penalties under the Internal Revenue Code or (ii) promoting marketing or recommending to another party any matters addressed herein) 16. Lawful Presence Requirement Pursuant to the Public Law 105 -117, in order to be eligible to receive non - residential relocation benefits in federally- funded projects, in the case of an unincorporated business, each owner must be either a citizen or national of the United States, or an alien who is lawfully present in the United States. The owner of a sole proprietorship and all owners of a partnership must provide information regarding their lawful presence in the United States, and a for - profit or a non - profit corporation must certify that it is authorized to conduct business within the United States. Owners of sole proprietorships or partnerships, who are not lawfully present in the United States, or who decline to provide this information, are not eligible for relocation assistance, unless such ineligibility would result in an exceptional and extremely unusual hardship to the alien's spouse, parent, or child, any of whom is a citizen or an alien admitted for permanent residence. Exceptional and extremely unusual hardship is defined as significant and demonstrable adverse impact on the health or safety, continued existence of the family unit, and any other impact determined by the Displacing Agency to negatively affect the alien's spouse, parent or child. Relocation benefits will be prorated to reflect the number of owners with certified lawful presence in the United States. 17. Additional Information If you have further questions after reading this brochure, please contact the Displacing Agency's relocation agent at Overland, Pacific & Cutler, Inc. ©1980.2014 Overland, Pacific & Cutler, Inc. (Oct -14) Page 10 of 10 55A -106 Exhibit G: 55A -107 Displacing Agency: City of Santa Ana Project Name: Bristol Street Improvement Project Phase III A between Civic Center Dr. and Washington Ave. Displacing Agency Representative: overland, Pacific & Cutler, Inc. 1 Jenner, Suite 200 Irvine, CA 92618 Phone: 949.951.5263 Informational Statement Content: 1. General Information 2. Assistance In Locating A Replacement Dwelling 3. Moving Benefits 4. Replacement Housing Payment - Tenants And Certain Others 5. Section 8 Tenants 6. Replacement Housing Payment — Homeowners 7. Qualification For And Filing Of Relocation Claims 8. Last Resort Housing Assistance 9. Rental Agreement 10. Evictions 11. Appeal Procedures — Grievance 12. Tax Status of Relocation Benefits 13. Legal Presence Requirement 14. Non - Discrimination and Fair Housing 15. Additional Information And Assistance Available 01980 -2615 Overland, Pacific 8. Cutler, Inc. (Aug -15) Page 1 of 6 55A -108 Spanish speaking agents are available. Si neeesita esta informacidn.en espahol, por favor (lame a su agente. Informational Statement for Families and Individuals (Federal) 1. GENERAL INFORMATION The dwelling in which you now live is in a project area to be improved by, or financed through, the Displacing Agency using federal funds. If and when the project proceeds, and it is necessary for you to move from your dwelling, you may be eligible for certain benefits. You will be notified in a timely manner as to the date by which you must move. Please read this information, as it will be helpful to you in determining your eligibility and the amount of the relocation benefits you may receive under the federal law. You will need to provide adequate and timely information to determine your relocation benefits. The information is voluntary, but if you don't provide it, you may not receive the benefits or it may take longer to pay you. We suggest you save this informational statement for reference. The Displacing Agency has retained the professional firm of Overland, Pacific & Cutler, Inc. (OPQ to provide relocation assistance to you. The firm is available to explain the program and benefits. Their address and telephone number is listed on the cover. PLEASE DO NOT MOVE PREMATURELY. THIS IS NOT A NOTICE TO VACATE YOUR DWELLING. However, if you desire to move sooner than required, you must contact your representative with Overland, Pacific & Cutler, Inc., so you will not jeopardize any benefits. This is a general informational brochure only, and is not intended to give a detailed description of either the law or regulations pertaining to the Displacing Agency's relocation assistance program. Please continue to pay your rent to your current landlord, otherwise you may be evicted and jeopardize the relocation benefits to which you may be entitled to receive. Once the Displacing Agency acquires the property, you will also be required to pay rent to the Displacing Agency. 2. ASSISTANCE IN LOCATING A REPLACEMENT DWELLING The Displacing Agency, through its representatives, will assist you in locating a comparable replacement dwelling by providing referrals to appropriate and available housing units. You are encouraged to actively seek such housing yourself. When a suitable replacement dwelling unit has been found, your relocation agent will carry out an inspection and advise you as to whether the dwelling unit meets decent, safe and sanitary housing requirements. A decent, safe and sanitary housing unit provides adequate space for its occupants, proper weatherproofing and sound heating, electrical and plumbing systems. Your new dwelling must pass inspection before relocation assistance payments can be authorized. 3. MOVING BENEFITS If you must move as a result of displacement by the Displacing Agency, you will receive a payment to assist in moving your personal property. The actual, reasonable and necessary expenses for moving your household belongings may be determined based on the following methods: ©1980.2015 Overland, Pacific & Cutler, Inc. (Aug -15) Page 2 of B 55A -109 • A Fixed Moving Payment based on the number of rooms you occupy (see below); or • A payment for your Actual Reasonable Moving and Related Expenses based on at least two written estimates and receipted bills; or • A combination of both (in some cases). For example, you may choose a Self -Move, receiving a payment based on the Fixed Residential Moving Cost Schedule shown below, plus contract with a professional mover to transport your grand piano and /or other items that require special handling. In this case, there may be an adjustment in the number of rooms which qualify under the Fixed Residential Moving Cost Schedule. A. Fixed Moving Payment (Self -Move) A Fixed Moving Payment is based upon the number of rooms you occupy and whether or not you own your own furniture. The payment is based upon a schedule approved by the Displacing Agency, and ranges, for example, from $725.00 for one furnished room to $2,505.00 for eight rooms. (For details see the table). Your relocation agent will inform you of the amount you are eligible to receive, if you choose this type of payment. If you select a fixed payment, you will be responsible for arranging for your own move, and the Displacing Agency will assume no liability for any loss or damage of your personal property. A fixed payment also includes utility hook -ups and other related moving fees. Fixed Moving Schedule CALIFORNIA Effective 2015 Occupant Owns Furniture: 1 room $725 2 rooms $930 3 rooms $1,165 4 rooms $1,375 5 rooms $1,665 6 rooms $1,925 7 rooms $2,215 8 rooms $2,505 Each additional room $265 Occupant does NOT Own Furniture: 1 room $475 Each additional room 90 B. Actual Moving Expense (Commercial Move) If you wish to engage the services of a licensed commercial mover and have the Displacing Agency pay the bill, you may claim the ACTUAL cost of moving your personal property up to 50 miles. Your relocation agent will inform you of the number of competitive moving bids (if any) which may be required, and assist you in developing a "mover" scope of services for Displacing Agency approval. 4 REPLACEMENT HOUSING PAYMENT— TENANTS AND CERTAIN OTHERS You may be eligible for a payment up to $7,200.00 to assist in renting or purchasing a comparable replacement dwelling. In order to qualify, you must either be a tenant or owner who has occupied the present dwelling for at least 90 days immediately prior to the initiation of negotiations. A. Rental Assistance. If you wish to rent your replacement dwelling, your maximum rental assistance benefits will be based upon the difference over a forty -two (42) month period between the rent you must pay for a comparable replacement dwelling and the lesser of your current rent or thirty percent (30 %) of your monthly household income if your total gross income is classified as "low income" by the U. S. Department of Housing and Urban Development's (HUD) Annual Survey of Income Limits for Public Housing and Section 8 Programs. You will be required to provide your relocation agent with monthly rent and household income verification prior to the determination of your eligibility for this payment. © 1980 -2015 Overland, Pacific & Cutler, inc. (Aug -15) Page 8 of 8 55A -110 B. Down - payment Assistance. If you qualify, and wish to purchase a home as a replacement dwelling, you can apply up to the total amount of your rental assistance payment towards the down - payment and non - recurring incidental expenses. Your relocation agent will clarify procedures necessary to apply for this payment. 5. SECTION 8 TENANTS When you do move, you may be eligible to transfer your Section 8 eligibility to a replacement site. In such cases, a comparable replacement dwelling will be determined based on your family composition at the time of displacement and the current housing program criteria. This may not be the size of the unit you currently occupy. Your relocation agent will provide counseling and other advisory services along with moving benefits. 6. REPLACEMENT HOUSING PAYMENT - HOMEOWNERS A. If you own and occupy a dwelling to be purchased by the Displacing Agency for at least 90 days prior to the initiation of negotiation, you may be eligible to receive a payment of up to $31,000.00 to assist you in purchasing a comparable replacement unit. This payment is intended to cover the following items: 1. Purchase Price Differential - An amount which, when added to the amount for which the Displacing Agency purchased your property, equals the lesser of the actual cost of your replacement dwelling; or the amount determined by the Displacing Agency as necessary to purchase a comparable replacement dwelling. Your relocation agent will explain both methods to you. 2. Mortgage Interest Differential - The amount which covers the increased interest costs, if any, required to finance a replacement dwelling. Your relocation agent will explain limiting conditions. 3. Incidental Expenses - Those one time incidental costs related to purchasing a replacement unit, such as escrow fees, recording fees, and credit report fees. Recurring expenses such as prepaid taxes and insurance premiums are not compensable. B. Rental Assistance Option - If you are an owner - occupant and choose to rent rather than purchase a replacement dwelling, you may be eligible for a rental assistance payment of up to the amount that you could have received under the Purchase Price Differential, explained above. The payment will be based on the difference between the fair market rent of the dwelling you occupy and the rent you must pay for a comparable replacement dwelling. If you receive a rental assistance payment, as described above, and later decide to purchase a replacement dwelling, you may apply for a payment equal to the amount you would have received if you had initially purchased a comparable replacement dwelling, less the amount you have already received as a rental assistance payment. 7. QUALIFICATION FOR, AND FILING OF, RELOCATION CLAIMS To qualify for a Replacement Housing Payment, you must rent or purchase and occupy a comparable replacement unit within one year from the following: © 1980 -2015 Overland, Pacific & Cutler, Inc. (Aug -15) Page 4 of 6 55A -111 For a tenant, the date you move from the displacement dwelling. For an owner - occupant, the latter of: a. The date you receive final payment for the displacement dwelling, or, in the case of condemnation, the date the full amount of estimated just compensation is deposited in court; or b. The date the Displacing Agency fulfills its obligation to make available comparable replacement dwellings. All claims for relocation benefits must be filed with the Displacing Agency within eighteen (18) months from the date on which you receive final payment for your property, or the date, on which you move, whichever is later. 8. LAST RESORT HOUSING ASSISTANCE If comparable replacement dwellings are not available when you are required to move, or if replacement housing is not available within the monetary limits described above, the Displacing Agency will provide Last Resort Housing assistance to enable you to rent or purchase a replacement dwelling on a timely basis. Last Resort Housing assistance is based on the individual circumstances of the displaced person. Your relocation agent will explain the process for determining whether or not you qualify for Last Resort assistance. If you are a tenant, and you choose to purchase rather than rent a comparable replacement dwelling, the entire amount of your rental assistance and Last Resort eligibility must be applied toward the down - payment and eligible incidental expenses of the home you intend to purchase. 9. RENTAL AGREEMENT As a result of the Displacing Agency's action to purchase the property where you live, you may become a tenant of the Displacing Agency. If this occurs, you will be asked to sign a rental agreement which will specify the monthly rent to be paid, when rent payments are due, where they are to be paid and other pertinent information. 10. EVICTIONS Eviction for cause must conform to applicable State and local law. Any person who occupies the real property and is not in unlawful occupancy on the date of initiation of negotiations, is presumed to be entitled to relocation benefits, unless the Displacing Agency determines that: • The person received an eviction notice prior to the initiation of negotiations and, as a result, was later evicted; or • The person is evicted after the initiation of negotiations for serious or repeated violation of material terms of the lease; and • The eviction was not undertaken for the purpose of evading relocation assistance regulations. Except for the causes of eviction set forth above, no person lawfully occupying property to be purchased by the Displacing Agency will be required to move without having been provided with at least 90 days written notice from the Displacing Agency. 11. APPEAL PROCEDURES - GRIEVANCE Any person aggrieved by a determination as to eligibility for, or the amount of, a payment authorized by the Displacing Agency's Relocation Assistance Program may have the appeal application reviewed © 1980 -2615 Overland, Pacific & Cutler, Ino. (Aug -15) Page 5 of 6 55A -112 by the Displacing Agency in accordance with its appeals procedure. Complete details on appeal procedures are available upon request from the Displacing Agency. 12. TAX STATUS OF RELOCATION BENEFITS California Government Code Section 7269 indicates no relocation payment received shall be considered as income for the purposes of the Personal Income Tax Law, Part 10 (commencing with Section 170 01) of Division 2 of the Revenue and Taxation Code, or the Bank and Corporation Tax law, Part 11 (commencing with Section 23001) of Division 2 of the Revenue and Taxation Code. Furthermore, federal regulations (49 CFR Part 24, Section 24.209) also indicate that no payment received under this part (Part 24) shall be considered as income for the purpose of the Internal Revenue Code of 1954, which has been redesignated as the Internal Revenue Code of 1986. The preceding statement is not tendered as legal advice in regard to tax consequences, and displacees should consult with their own tax advisor or legal counsel to determine the current status of such payments. (IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used and cannot be used for the purpose of (i) avoiding tax - related penalties under the Internal Revenue Code or (ii) promoting marketing or recommending to another party any matters addressed herein) 13. LAWFUL PRESENCE REQUIREMENT In order to be eligible to receive relocation benefits in federally- funded relocation projects, all members of the household to be displaced must provide information regarding their lawful presence in the United States. Any member of the household who is not lawfully present in the United States or declines to provide this information may be denied relocation benefits, unless such ineligibility would result in an exceptional and extremely unusual hardship to the alien's spouse, parent, or child, any of whom is a citizen or an alien admitted for permanent residence. Exceptional and extremely unusual hardship is defined as significant and demonstrable adverse impact on the health or safety, continued existence of the family unit, and any other impact determined by the Displacing Agency to negatively affect the alien's spouse, parent or child. Relocation benefits will be prorated to reflect the number of household members with certified lawful presence in the US. 14, NON - DISCRIMINATION AND FAIR HOUSING No person shall on the grounds of race, color, national origin or sex, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under the Displacing Agency's relocation assistance program pursuant to Title VI of the Civil Rights Act of 1964, Title VIII of the Civil Rights Act of 1968, and other applicable state and federal anti - discrimination and fair housing laws. You may file a complaint if you believe you have been subjected to discrimination. For details contact the Displacing Agency. 15. ADDITIONAL INFORMATION AND ASSISTANCE AVAILABLE Those responsible for providing you with relocation assistance hope to assist you in every way possible to minimize the hardships involved in relocating to a new home. Your cooperation will be helpful and greatly appreciated. If you have any questions at any time during the process, please do not hesitate to contact your relocation agent at Overland, Pacific & Cutler. @1980-2015 Overland, Pacific & Cutler, Inc. (Aug -15) Page 6 of 6 55A -113 Public Comments r Response 55A -114 55A -116 5/3/16 jxs RESOLUTION NO. 2016- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING THE RELOCATION PLAN FOR PHASE 3A IMPROVEMENTS OF THE BRISTOL STREET IMPROVEMENTS PROJECT BETWEEN CIVIC CENTER DRIVE AND WASHINGTON AVENUE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA, AS FOLLOWS: Section 1: The City Council of the City of Santa Ana ( "Council') hereby finds, determines and declares as follows A. Bristol Street is a major north -south transportation facility, which is designated as a major arterial highway in the City's Circulation Element of the General Plan. Improving the 3.9 -mile Bristol Street segment from Warner Avenue to Memory Lane, continues to be a long -term priority project, constructed in several phases. B. On March 6, 2006, the City Council approved a cooperative agreement between the City and the Orange County Transportation Authority for widening of Bristol Street between Warner Avenue and Seventeenth Street. C. The March 6, 2006 agreement committed OCTA to contribute funding for various phases of the Bristol Street widening project. D. The Public Works Agency is acquiring property for development of Phase 3A, bounded by Civic Center Drive and Washington Avenue, and expects to complete the right -of -way acquisition process by June 2017. Construction is anticipated to begin in late 2017. E. Pursuant to California Government Code section 7260, et seq., a public entity is required to adopt a relocation plan, by resolution, whenever it enters into an agreement for acquisition of real property or an agreement for the disposition and development of property which would lead to displacement of people from their homes. F. Section 6002 and 6038 of the California Code of Regulations, Title 25, Chapter 6, et seq., requires the adoption of a Relocation Plan due to the displacement of residential and business occupants. G. The relocation plan has been prepared in conformance with applicable provisions of the California Government Code section 7260, et seq., and the Relocation Guidelines, California Code of Resolution No. 2016- 55A -117 5/3/16 jxs Regulations, Title 25, Chapter 6 and has been made available for Public review since April 01, 2016. Each potential displaced occupant was given written notification regarding the Plan's availability and an opportunity to submit questions or comments. H. The primary purpose of the Relocation Plan is to outline the requirements for moving and re- establishing the displaced residential and business occupants, and to demonstrate the level of advisory and financial assistance that will be provided. Based on occupant interviews, needs analyses, and searches for appropriate replacement sites, the Agency estimates relocation costs to be approximately $3,114,470. Section 2: The City Council hereby approves the Relocation Plan for the acquisition activities for Phase 3A of the Bristol Street widening plan between Civic Center Drive and Washington Avenue. Section 3: In accordance with the California Environmental Quality Act, the proposed project has been determined to be adequately evaluated in the previously prepared FEIR (FEES /EIR No. 89 -01) approved by City Council in 1990. Due to several minor design modifications related to Phase 3A, an Addendum to the FEIS /EIR was prepared and adopted according to the California Environmental Quality Act by City Council on April 7, 2015. Section 4: This Resolution shall take effect immediately upon its adoption by the City Council, and the Clerk of the Council shall attest to and certify the vote adopting this Resolution. ADOPTED this 3rd day of May, 2016, Miguel A. Pulido Mayor APPROVED AS TO FORM: Sonia R. Carvalho, City Attorney By. se Sando al, Chief Assistant City Attorney Resolution No. 2416- 55A -118 5 /3 /16Ixs AYES: Councilmembers: NOES: Councilmembers: ABSTAIN: Councilmembers: NOT PRESENT: Councilmembers; CERTIFICATE OF ATTESTATION AND ORIGINALITY I, MARIA D. HUIZAR, Clerk of the Council, do hereby attest to and certify that the attached Resolution No. 2016 -XXX to be the original resolution adopted by the City Council of the City of Santa Ana on May 3, 2016. Date: Maria D, Huizar, Clerk of the Council 55A -119 Resolution No. 2016- 55A -120